How to Remove Operating Account Balance from Detailed Statement of Account

Objective:

• How to remove the operating account balance from the detailed statement of account at the bottom of a bill.

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

Edit the Bill Theme:

1. Go to Settings > Billing > Bill Themes
2. Select Statement of Account > Client Account
3. Check Omit Operating Balance Information