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Can I Hide Invoices of Other Matters Under Detailed Statement?

Question:

  • Can I hide invoices of other Matters?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Go to Settings (gear icon)
  2. Click Billing
  3. Click Bill Themes
  4. Select the Bill Theme you wish to edit
  5. Select Statement of Accounts > Detail of Accounts
  6. Uncheck Include all clients' Matters

 

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