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KCS - How to Remove the Client Trust Account From Bills

Objective:

  • Omit all client account information

Environment:

  • Clio Web App
  • Bill Themes

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

 

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