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:
- Go to Settings
- Click Billing
- Click the Bill Themes subtab
- Click the Image of the Bill Theme you want to edit
- Go to the Header subtab
- Deselect the Show Invoice Number check-box
- Go to the Invoice Information subtab
- Click Details
- Deselect the Show Invoice Number check-box