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How to Hide Columns When Editing a Bill

Objective:

  • Determine which columns display on Edit invoice page
  • Temporarily Hide Columns When Editing Invoice

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Remove a Column from Expenses on a Bill, click here
  • To Learn How to Remove a Column from Services on a Bill, click here
  • You can remove columns when editing a Bill to make it easier to see just the information that you need to change (and none that you don't)

Procedure:

  1. Locate the Bill
  2. Click Edit
  3. Click into the Columns menu at the top-right
  4. Uncheck the columns as needed

Please note: All columns will display by default when editing a Bill (you must hide columns again each time you edit). These changes will not impact the columns displaying on the actual Bill. 

If you would have this as permanent save, please submit this as a Feature Request, please contact Clio Support at support@clio.com or 1-888-858-2546 ext.2

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