KCS - How to Change the Wording on a Bill

Objective:

  • How to change terms on invoices
  • How to edit labels on Bill Themes

Environment:

  • Clio web app

Additional Information:

n/a

Procedure:

  1. Click on the gear icon in the upper right of the screen
  2. From the third column of options, click Billing 
  3. Choose Bill Themes from the options on the top left
  4. Double click on the image of the Bill Theme that you'd like to modify
  5. From the list of options on the left of the screen, click Localizations
  6. From the second column, choose the appropriate area of the Bill
  7. Enter in the desired text in the correct field
  8. Click Save

 

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