KCS - How to Add a Column to Services on a Bill

Objective:

  • Add a Services column to a Bill 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Billing 
  3. Select Bill Themes
  4. Click on the theme you wish to edit
  5. From the menu at the top-left of the Edit Bill Theme page, select Matter > Services/Combined Orderings
  6. Drag the wanted field from Hidden Columns to Showing Columns

 

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