How to Remove the Invoice ID From a Bill Theme

Objective:

  • Remove the Bill ID Number from the Header and Title section on your Bills
  • How to remove the Trust Request Number from a Trust Request

Environment:

  • Clio Manage

Additional Information:

  • This change will apply to all Bills using this particular Bill Theme as Bill Themes are live and in real-time. Click here for more information on this.

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click the Bill Themes subtab
  4. Click the Image of the Bill Theme you want to edit
  5. Go to the Header subtab
  6. Deselect the Show Invoice Number check-box
  7. Go to the Invoice Information subtab
  8. Click Details 
  9. Deselect the Show Invoice Number check-box

 

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