KCS - How to Hide Time Entry Descriptions on a Bill

Objective:

  • Remove the Notes from Bills while still showing the Activity Categories

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Locate the Bill
  2. Click on the Edit option
  3. Uncheck the Update records box **You must uncheck this box if you do not wish to lose the Description linked with the Time Entry entirely**
  4. Delete the text in the Description field for each entry
  5. Click Save invoice
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