Objective:
- Remove duplicated Firm Phone Number
- Get rid of extra phone number showing on invoices
Environment:
- Clio Manage
Additional Information:
- The Firm Information pulled onto Bills comes from the details entered in Account Information
- If you see a green Save button at the top-right of the Edit Bill Theme page, click on it to save your changes. If the button is not visible, this means that the changes have already been saved automatically.
Answer:
This generally occurs if the phone number has been entered in your Account Information and also in the Localizations area of Bill Themes. To remove:
- Go to Settings
- Select Billing
- Select Bill Themes
- Click on the relevant theme (likely the one marked as "Default")
- On the Edit Bill Theme page, select Localizations > Firm Information
- Remove the number from the "Phone:" field, leaving the "Phone:" text intact