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How to Include the Same Note on All of your Bills

Objective:

  • Add an Invoice Note to Every one of your Bills
  • Add the same Footer to every Bill

Environment:

  • Clio Web App

Additional Information:

Don't remove "{{bill_memo}}" from the box when adding the note.

Procedure:

  1. Go to Settings
  2. Click Billing in the third column
  3. Select the sub-tab for Bill Themes
  4. Click on the image of the Bill you want to edit
  5. Click on Footer in the first column
  6. Click on Footer in the second column
  7. Ensure "Show Invoice Memo" box is checked off
  8. Include the note inside of the box below
  9. Click the green Save button towards the top of the page
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