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How Do I Change the Wording on Bills from Credit Note to Discount?

Objective:

  • My client doesn't want to see the word Credit Note on the bill.  I'd like to change it to say Discount instead.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Make a note of the Bill Theme that is used on the invoice (you will see Change bill theme dropdown on the left of the bill)
  2. Click View my bill themes (under Change bill theme)
  3. Click the image of the Bill Theme
  4. Click Localization
  5. Click Matter
  6. Type and hold Ctrl+F (Command+F) on your keyboard
  7. Type the word 'credit' in the search pop-up
  8. Under Credit Note, type Discount
  9. Go back to the invoice to make sure the change has taken place

 

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