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How to Add or Remove Activity/Expense Category Information on your Bills

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

  • If you would like to know how to create an Activity Catagory click here.

Procedure:

  1. Go to Settings
  2. Select Billing in the third column
  3. Click on the sub-tab for Bill Themes
  4. Select the image of the Bill Theme you would like to change
  5. Click on Matter in the first column
  6. Click Line Items in the second column
  7. Check/Uncheck "Include activity descriptions in line item descriptions"

 

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