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How to Add the Statement of Account Section to a Bill

Objective:

  • How do I show the Statement of Account summary on my Bill Theme?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Bill Themes
  4. Click on the image of the Bill Theme that you want to edit
  5. Click Statement of Accounts
  6. Click Summary of Accounts
  7. Under the 'Show Summary Statement' section, select Above Line Items or Below Line Items
  8. Under the 'Summary Detail Level' section, choose what you would like shown on the Bill

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