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I'm Attempting to Remove the Remittance Note for Bills and Statements of Accounts But The Default Text Keeps Re-Populating

Issue:

  • I removed the Remittance Note for Bills and Statement of Accounts text, but it still shows up on the bill

Environment:

  • Clio Manage

Cause:

Uncheck Show Remittance Slip checkbox

Resolution:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes tab at the top
  4. Click the image of the Bill Theme you used for the bill
  5. Click Remittance Slip (in the first colum)
  6. Click Remittance Slip (in the second column)
  7. Uncheck the Show Remittance Slip checkbox
  8. Go back to the invoice and refresh the page

 

 

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