Objective:
- Remove a Client's Trust and Operating Account Information from a Bill
Environment:
- Clio Manage
Additional Information:
N/A
Procedure:
- Go to Settings
- Click on Billing
- Click the Bill Themes sub-tab
- Select the image of the Bill Theme you would like to edit
- Click on Statement of Accounts in the first column
- Click Client Account in the second
- Select Hidden from the third column