2017

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KCS - How to Add Activity Description Information to your Bills

Objective:

  • Remove Activity Description Information from your Bills

Environment:

  • Clio Web App
  • Bill Themes

Additional Information:

n/a

Procedure:

  1. Go to Settings using the gear icon in the top right
  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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