- Remove current operating balance on invoice
- I can see all the Transactions on my client's account. How do I turn this off?
- Why can I see all of the transactions on the Bill?
- Clio Manage
- Go to Settings
- Click Billing
- Select Bill Themes
- Click on the theme that you wish to edit. Or click Copy on the Bill Theme you wish to duplicate
- From the menu at the top-left, select Statements of Account
- Click Client Account
- Uncheck the box beside Include Operating Account History