Objective:
- Add payment info to my Bill
- Edit wiring information in my Bill Theme
Environment:
- Clio Manage
Additional Information:
This can be done by adding the wiring information to the footer of your Bill Theme.
Procedure:
Navigate to the footer in your Bill Theme:
- Go to Settings (gear icon)
- Click Billing
- Select the Bill Themes sub-tab
- Select the Bill Theme you would like to edit
- Select Footer in the first column
- Select Footer in the second column
- Edit text to include wiring/payment instructions
- Select Save