KCS - How do I Stop Trust Funds Being Automatically Deducted from an Invoice Balance?

Objective:

  • Remove trust account from balance calculations in Detailed Statement on Bill Theme

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Select Statement of Accounts
  5. Select Detail of Accounts
  6. Uncheck the box for Include Trust Funds in balance calculations

 

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