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How Many Previous Bills will Show on an Invoice?

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.

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