Objective:
- Omit all client account information
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Go to Settings
- Click Billing
- Click Bill Themes
- 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.
- Click Statement of Accounts
- Click Client Account
- Check the box beside Hidden