Objective:

• Stop Including the Amount in Trust in the Statement of Account Summary on Bills
• Remove the Trust Balance From the Summary of Account Calculations

Environment:

• Clio Manage

Additional Information:

• This article refers to the Summary Statement, which can appear at the top or bottom of a based on your Bill Theme Settings. It does not refer to the Client Account, which shows either a summary or transaction by a transaction of your Trust and/or Operating Accounts.
• Changes to Bill Themes generally save automatically; if a theme has not saved, you will see a green "Save" button at the top-right (otherwise it has already saved)

Procedure:

1. Go to Settings
2. Select Billing
3. Select Bill Themes
4. Click on the theme that you wish to edit (or create a new theme)
5. From the "Edit Bill Theme" page, select Statement of Accounts > Summary of Accounts
6. Select one of the following options for the "Summary Detail Level"
   • Outstanding Balance + New Charges = Total
   • ( Outstanding Balance + New Charges ) - ( Payments ) = Amount Outstanding