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KCS - How to Remove Matter Number on Bills

Objective:

  • Editing Matter Number on Bill Template
  • Delete Matter title on Billing

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click Billing
  3. Click Bill Themes on the upper left
  4. Click on the Bill Theme you would like to modify
  5. Click Matter in the first column
  6. Click Heading in the second column
  7. Untick Show Matter Number in third column

 

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