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How Do I Add the Matter Description to My Bills?

Objective:

  • Show the Matter Description on my Bill Themes

Environment:

  • Clio Manage

Additional Information:

  • n/a

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. Check Show Matter Description in the third column

 

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