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KCS - 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 Web App

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

 

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