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How do I Remove "Reimbursable Expense" from my Invoice?

Objective:

  • To determine how to remove "Reimbursable Expense" from in front of expenses on an Invoice
  • How to Remove "Reimbursable Expense" Description From the Bill Theme
  • Remove Reimbursable Expense

Environment:

  • Clio Manage

Additional Information:

Be aware that Bill Theme edits are live and auto-save.  They will impact any Invoice that has already been generated and is associated with this Bill Theme. 

Procedure:

  1. Navigate to Bill Themes by clicking Settings 
  2. Select Billing 
  3. Select Bill Themes
  4. Click into the Bill Theme you want to edit
  5. Choose Matter from the left-hand menu 
  6. Select Line Items  from the middle menu 
  7. Uncheck the box that says Include activity descriptions in line item descriptions

Clio_-_Edit_Bill_Theme_2019-12-30_10-52-14.png

 

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