2017

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KCS - How to Show an Invoice # on your Bill

Objective:

  • Show a Bill ID on your Invoice

Environment:

  • Clio Web App
  • Bill Themes

Additional Information:

n/a

Procedure:

  1. Go to Settings in the navigation
  2. Select Billing in the 3rd column
  3. Click the sub-tab for Bill Themes
  4. Select the image of your Bill
  5. Click Header → Check the box for Show Invoice Number
    and/or
    Click Invoice InformationDetailsShow Invoice Number
  6. Bill Theme will automatically save

 

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