Objective:
- Remove Matter Description from the Bill Theme
- Update a Bill Theme
- Matter Description of an Invoice
- Bill settings
- Edit the information on a Bill
Environment:
- Clio Manage
Additional Information:
Procedure:
- Navigate to Settings
- Click Billing
- Click Bill Themes on the upper left
- Click on the Bill Theme you would like to modify
- Click Matter in the first column
- Click Heading in the second column
- Untick the Show Matter Description in the third column