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How to Hide Trust and Operating Account Details on a Bill?

Objective:

  • Remove a Client's Trust and Operating Account Information from a Bill

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Go to Settings
  2. Click on Billing
  3. Click the Bill Themes sub-tab
  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 Client Account in the second
  7. Select Hidden from the third column
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