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How to Change the Discount Localization on a Bill Theme

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:

  1. Click on Settings
  2. Click on Billing
  3. Select on the sub-tab for Bill Themes
  4. Click the image of the Bill Theme you want to edit
  5. Choose Localization in the first column
  6. Choose Matter in the second column
  7. Change any field that says Discount to Professional Courtesy (or other language you may want to use)
  8. Now choose Matter in the first column
  9. Choose Line Items in the second column
  10. Uncheck the box to 'Show Line Item Discount Subtotal'

 

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