This article may be out of date!
Visit the New Knowledge Center

How to Add Summary of Accounts to Bills


  • Show the total balance due on the first page of your Bills
  • Include a list of a client's outstanding trust funds on their Bill


  • Clio Manage

Additional Information:

  • n/a


  1. Go to Settings
  2. Go to Billing
  3. Select Bill Themes
  4. Click on your Bill Theme you want to edit
  5. Click Statement of Accounts
  6. Select the desired Summary Detail Level
  7. Click Summary of Accounts
  8. Under Show Summary Statement, tick Above Line Items or Below Line Items


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality