KCS - How to Change the Credit Note Label on a Bill

Objective:

  • I don't want it to say Credit Note on the Bill
  • Rename the Credit Note field on my Bills

Environment:

  • Clio Web App
  • Bill Themes

Additional Information:

n/a

Procedure:

1. Navigate to the Settings gear icon
2. Click Billing
3. Click Bill Themes
4. Click the Bill Theme you want to edit
5. Click Localizations
6. Click Matter
7. Scroll down to the Credit Note field and edit the text
8. Click Save

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