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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.

Environment:

  • Clio Manage

Additional Information:

  • This change will apply to new bills, not existing bills created before the change.

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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