Objective:
- 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
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Go to Settings
- Go to Billing
- Select Bill Themes
- Click on your Bill Theme you want to edit
- Click Statement of Accounts
- Select the desired Summary Detail Level
- Click Summary of Accounts
- Under Show Summary Statement, tick Above Line Items or Below Line Items