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How Do I Hide the Summary Note in the Statement of Accounts on a Bill?

Objective:

  • To hide the summary note in Statement of Accounts
  • To only show the summary note at the footer of the Bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to Settings
  2. Click on Billing
  3. Select the Bill Themes tab on the top right
  4. Select Statement of Accounts at the top left column
  5. Select Summary Note 
  6. Ensure that Show Summary Note is unchecked

 

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