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How to Remove the Matter Description on Bills

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:

  1. Navigate to Settings
  2. Click Billing
  3. Click Bill Themes on the upper left
  4. Click on the Bill Theme you would like to modify
  5. Click Matter in the first column
  6. Click Heading in the second column
  7. Untick the Show Matter Description in the third column

 

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