KCS - How to Remove the Type Column from Invoices

Objective:

  • N/A

Environment:

  • Clio Web App
  • Settings

Additional Information:

You will want to ensure the Invoice you want to change has the Bill Theme you are editing. To change a Bill Theme on an Invoice, please see: Applying a Bill Theme to an Invoice

Procedure:

  1. Go to Settings (gear icon)
  2. Click Billing
  3. Click Bill Themes
  4. Select the Bill Theme you wish to edit
  5. Click Matter
  6. Click Services/Combined Ordering
  7. Drag Type from "Showing Columns" to "Hidden Columns"
  8. Click Expense Orderings
  9. Drag Type from "Showing Columns" to "Hidden Columns"
  10. Click Product Orderings
  11. Drag Type from "Showing Columns" to "Hidden Columns"

 

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