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How Do I Add/Remove Matter-to-Matter Transfer Transactions on an Invoice

Objective:

  • Display Matter-to-Matter Trust Transfers on a Bill
  • How do I show Matter to Matter Trust Transactions on an Invoice

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

This is an option in the Bill Themes:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes,
  4. Select the Bill Theme you would like to Edit.
  5. Click Statement of Account 
  6. Click Client Account
  7. Check or uncheck the box for Included matter-to-matter transfer transactions
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