Objective:
- Show the name of the attorney who entered time on an invoice
Environment:
- Clio Manage
Additional Information:
- EU Customers: "Attorney" will be labelled "Solicitor" for the steps below if you have your Locale set to UK
Procedure:
- Go to Settings
- Select Billing
- Choose Bill Themes
- Click on the image of the Theme that you wish to edit
- Choose Matter in the first column
- Choose Line Items in the second column
- Under Attorney Display (if showing), select Attorney Name
- Choose Services/Combined Orderings in the second column
- Drag the Attorney rectangle from the Hidden Columns to Showing Columns in the order you prefer
- Choose Expense Orderings in the second column
- Repeat Step 9
- Choose Product Orderings in the second column
- Repeat Step 9