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Can I Delete a Bill Message Template?

Question:

  • Can I Delete a Bill Message Template?
  • How to Delete Bill Message Template
  • Delete Bill Message Templates

Environment:

  • Clio Manage

Additional Information:

  • You can create, duplicate, and delete custom Bill Message Templates. However, you will not be able to delete the default Bill Message Templates. These are marked by a green ‘Default’ tag

Answer:

  1. Click Settings
  2. Click Billing
  3. Click Bill Message Templates sub-tab
  4. Locate Bill Message you wish to delete
  5. Select Dropdown arrow next to Edit
  6. Select Delete
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