Objective:
- Include extra text on an Invoice
- Add notes for your client on their bill (free text field)
Environment:
- Clio Manage
Additional Information:
Procedure:
Note: For the Invoice note field to appear on bills, the following setting in Bill Themes must remain untouched:
- Footer > Footer
- Show Invoice Memo box is checked
- Text box contains: {{bill_memo}}
After Steps are done, follow the ones below to add an invoice note to your bills:
- Locate the Bill
- Check the box to Show invoice memo (on the left, under "Notes")
- Type into the box below
- Click outside of the box to save the changes