KCS - How to Remove "Statement of Account" Summary Section From Bill

Objective:

  • Hide Statement of Account on Bill
  • Hide Summary of Accounts on Bill

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 that you want to edit
  5. Click Statements of Accounts
  6. Click Summary of Accounts
  7. Under Show Summary Statement, select Hidden

 

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