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KCS - How to Remove Past Invoice Details from Bills

Objective:

  • to remove the detailed statement showing previous Invoices

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

 

  1. Go to Settings
  2. Click Billing
  3. Bill Themes
  4. Select the image of the Bill Theme you want to edit
  5. Click Statements of Account
  6. Click Detail of Accounts
  7. De-select Show Detailed Statement

 

 

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