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How To Change Bill Theme Localizations

Objective:

  • How to Change Bill Wording
  • 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:

  1. Go to Settings 
  2. Click Billing
  3. Bill Themes
  4. Double click the Bill Theme 
  5. Click Localization
  6. Make changes
  7. Click anywhere to Save

 

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