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KCS - How to Remove Firm Information from your Invoices

Objective:

  • Removing Firm Info 
  • Updating Firm invoice on your Bill Themes 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

1. Select Settings 
2. Select Billing 
3. Select Bill Themes 
4. Open the Bill Theme, you'd like to update
5. Select Firm Information 
6. Select Address
7. Uncheck the information that you would like removed from your invoice 

 

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