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How To Display Client Account Details on a Bill Theme

Objective:

  • To display the Client Account Details on a Bill Theme

Environment:

  • Clio Manage

Procedure:

  1. click on Settings in the left hand task bar
  2. click on Billing in the Clio Settings column
  3. click on Bill Themes at the top of the page
  4. click on the Bill Theme that you wish to edit
  5. click on Statement Of Accounts in the 1st column
  6. click on Client Account in the 2nd column
  7. click the radio button next to Account Details

 

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