KCS - How to Remove the Detailed Statement of Accounts from Bills

Objective:

  • Remove Other Invoice Information from Bill Themes

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click on Billing in the third column
  3. Click the sub-tab for Bill Themes
  4. Select the image of the Bill Theme you would like to edit
  5. Click on Statement of Accounts in the first column
  6. Click Detail of Accounts in the second
  7. Uncheck the box for Show Detailed Statement

 

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