Objective:
- Show Professional Courtesy on a Bill Theme
- Remove Discount Line Item from a Bill Theme
- Change Discount Column on a Bill Theme
Environment:
- Clio Manage
Additional Information:
The Invoice level Discount Header will be the one between "Subtotal" and "Trust Total" in the Bill Themes Localization settings listed below.
Procedure:
- Click on Settings
- Click on Billing
- Select on the sub-tab for Bill Themes
- Click the image of the Bill Theme you want to edit
- Choose Localization in the first column
- Choose Matter in the second column
- Change any field that says Discount to Professional Courtesy (or other language you may want to use)
- Now choose Matter in the first column
- Choose Line Items in the second column
- Uncheck the box to 'Show Line Item Discount Subtotal'