KCS - How to Remove the Operating Account on Bills

Objective:

  • Remove current operating balance on invoice

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Select Bill Themes
  4. Click on the theme that you wish to edit. Or click Copy on the Bill Theme you wish to duplicate
  5. From the menu at the top-left, select Statements of Account
  6. Click Client Account
  7. Uncheck the box beside Include Operating Account History

 

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