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How Do I Add/Remove the Detailed Statement on the Bill?

Objective:

  • Hide the summary of the invoice in the cover letter
  • Show the invoice's total summary in the cover letter
  • How Do I Add/Remove the Detailed Statement on the Bill?
  • How to Show an Outstanding Payment on A BIll

Environment:

  • Clio Manage

Procedure:

  1. Select Settings 
  2. Select Billing 
  3. Select Bill Themes
  4. Open the Bill Theme you'd like to update
  5. Select Statement of Accounts
  6. Select Detail of Accounts
  7. Check or uncheck the checkbox beside Show Detailed Statement 
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