How to Remove The Notes Column on Bills

Objective:

• Hide Time Entry Notes and Description on Bills

Environment:

• Clio Manage

Additional Information:

• Notes includes both the Activity Category and Description for Time Entries (referred to as Activity Description and Notes in the previous version of Clio)
• For more information on how to hide time entry descriptions on a bill, click here

Procedure:

1. Go to Settings
2. Select Billing 
3. Select Bill Themes
4. Click on the theme you wish to edit
5. From the menu at the top-left of the Edit Bill Theme page, select Matter > Services/Combined Orderings
6. Drag Description field from Showing Columns to Hidden Columns