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How to Add or Remove the Matter Number from a Bill

Objective:

  • Removing a Matter Number from Bill Themes
  • How to take the Matter Number off a Bill
  • Editing Matter Number on Bill Template
  • Delete Matter title on Billing

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Select the default Bill Theme 
  5. In the Edit Bill Theme screen, select Matter 
  6. Select Heading
  7. Check/Uncheck the box Show Matter Number

 

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