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Show/Hide Payment Profile on a Bill

Objective:

  • Show payment profile on bill
  • Hide payment profile on bill

Environment:

  • Clio Manage

Additional Information:

  • For more information on Bill Themes, click here

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Select the Bill theme you wish to Edit
  5. Click on Footer
  6. Click on Payment Profile
  7. Check/uncheck the box for the desired Show Payment Profile

 

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