Objective:
- Add an Invoice Note to every one of your Bills
- Add the same Footer to every Bill
Environment:
- Clio Manage
Additional Information:
Don't remove "{{bill_memo}}" from the box when adding the note.
Procedure:
- Go to Settings
- Click Billing in the third column
- Select the sub-tab for Bill Themes
- Click on the image of the Bill you want to edit
- Click on Footer in the first column
- Click on Footer in the second column
- Ensure "Show Invoice Memo" box is checked off
- Include the note inside of the box below
- Click the green Save button towards the top of the page