KCS - How To Change the Title of an Invoice

Objective:

  • Changing the Title of an Invoice
  • Changing the Title of a Bill Theme 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Navigate to the Bill Themes tab
  4. Select the Bill Theme you want to change by clicking on the image
  5. Select Localizations
  6. Select Invoice Information
  7. Under the Title heading type in the title you would like to input

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality