Objective:
- How to Change wording on my Bill
- How to change titles and text referenced in an Invoice
- How do I change the title of a column on my Bill Theme
Environment:
- Clio Manage
Additional Information:
An example: if you want to change the "Description" column in your Matter table on your invoices to instead say "Notes", you would look for "Description Heading" in the Localizations > Matter section of your Bill Themes.
Procedure:
- Go to Settings
- Click Billing
- Bill Themes
- Double click the Bill Theme
- Click Localization
- Make changes
- Click anywhere to Save