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Why Does my Expense Header Disappear When I Only Include Expenses on Bills?

Issue:

  • Why does my expense header disappear on bills when only expenses are included?

Environment:

  • Clio Manage

 

Resolution:

  1. Go to Settings
  2. Navigate to Billing> Bill Themes
  3. Select a Bill Theme you would like to edit
  4. Select Matter>Heading>Show Matter Client Reference Number
  5. Delete the "Client Reference Number: {{client_ref_num}}" in the text box
  6. Type in the desired Expense Header Title
  7. Press Save

 

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