Objective:

• How many of the previous invoices will show on the current generated bill?
• What is the maximum number of past Invoices on a Bill?
• What is the maximum amount of previous Invoices displayed on a Bill?

Environment:

• Clio Manage

Additional Information:

• Previous Bills will only show on currently generated Bills if the previous Bill has amounts outstanding.
• If you do not wish to show the Statement of Accounts on the Bill, please find the steps to hide the Statement of Accounts here.

Answer:

There is no limit of previous invoices that will show on a new Bill.

By default, the Detailed Statements of Account will display all previous Invoices. There is no ability to choose how many to display.