KCS - How to Add Wiring Information to a Bill

Objective:

  • Add payment info to my bill
  • Edit wiring information in my bill theme

Environment:

  • Clio Web Apps
  • Bill Themes

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:

  1. Go to Settings (gear icon) 
  2. Click Billing
  3. Select the Bill Themes sub-tab
  4. Select the Bill Theme you would like to edit
  5. Select Footer in the first column
  6. Select Footer in the second column
  7. Edit text to include wiring/payment instructions
  8. Select Save

 

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