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How to Remove the Statement of Account Summary Section From a Bill

Objective:

  • Hide Statement of Account on Bill
  • Take off Summary of Accounts on Invoice

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Bill Themes
  4. Click the image of the Bill Theme that you want to edit
  5. Click Statement of Accounts
  6. Click Summary of Accounts
  7. Under the 'Show Summary Statement' section, select Hidden

Screen_Shot_2020-08-28_at_2.51.48_PM.png 

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