Objective:
- How to change terms on invoices
- How to edit labels on Bill Themes
Environment:
- Clio Manage
Procedure:
- Click on the gear icon/Settings from the left sidebar
- From the third column of options, click Billing
- Choose Bill Themes from the options on the top left
- Click on the image of the Bill Theme that you'd like to modify
- From the list of options on the left of the screen, click Localizations
- From the second column, choose the appropriate area of the Bill
- Enter in the desired text in the correct field
- Click Save