- Remove Activity Description from Invoices
- Add Activity Description to Bills
- Add/Remove Expense Category Title on the Bill
- Display or remove UTBMS codes on Bills
- Clio Manage
- If you would like to know how to create an Activity Category click here.
- Go to Settings
- Select Billing in the third column
- Click on the sub-tab for Bill Themes
- Select the image of the Bill Theme you would like to change
- Click on Matter in the first column
- Click Line Items in the second column
- Check/Uncheck "Include activity descriptions in line item descriptions"