KCS - How to Show Purchase Order on a Bill

Objective:

  • Display Purchase Order on invoice
  • Include Purchase Order in Bill Theme

Environment:

  • Clio Web App

Additional Information:

Related Article: How to Add a Purchase Order to a Bill

Procedure:

  1. Go to Settings (gear icon)
  2. Billing
  3. Click the Bill Themes sub-tab
  4. Select the image of the Bill Theme you would like to edit
  5. Select Invoice Information
  6. In the 2nd column, select Details
  7. Check off the Show Purchase Order box 

 

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