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KCS - How to Include a Link on a Specific Bill

Objective:

  • Include a Payment hyperlink

Environment:

  • Clio Web App 
  • New Clio Experience

Additional Information:

  • If you are adding a payment link to your Bills and you are located in the United States, you can instead avail of a more integrated Online Payment system through Clio Payments
  • You can also add a link to a Bill Theme so that it can be pulled on to all Bills (or any Bills where that theme is in use), using these steps: How to Include a Link on your Bills
  • While the link will not be clickable in Clio, it will become hyperlinked when the bill has been downloaded as a PDF (the style and formatting will not change)

Procedure:

  1. Open the Bill 
  2. Locate the Footer notes field located in the View Bill mode 
  3. Type the link in the Footer notes

 

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