Objective:
- Adding data to your Bill Themes
- Footer
- Pay To
- Make payable to
- Add Footer to all Bills
- Change Footer information in all my Invoices
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Select Settings
- Select Billing
- Select Bill Themes
- Open the Bill Theme you'd like to Edit
- Select Footer
- Select Footer again in the second column
- Add the information to the Payable Statement field or the Invoice Memo field
- Tick the box above the field you would like to appear on all Bills using this Bill Theme
- Select Save
