How to Hide or Display the Firm's Name on a Bill

Objective:

  • Remove the firm's name from the Bill Theme
  • Display the firm name on a Bill

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Select the default Bill Theme
  5. Select Firm Information
  6. Select Title
  7. Select Visibility 
  8. Toggle the box titled Showing 

 

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