How to Remove the Client Trust Account From Bills

Objective:

• Omit all client account information

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

1. Go to Settings
2. Click Billing
3. Click Bill Themes
4. Click the image of the Bill Theme you would like to edit. If you want to duplicate a Bill Theme and edit the new version, click Copy.
5. Click Statement of Accounts 
6. Click Client Account
7. Check the box beside Hidden