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Is It Possible Add to a Customized Note or Sentence at the Top of Bills?

Objective:

  • Add payment terms at the top of bills

Environment:

  • Clio Manage

Additional Information:

Answer:

While it isn't currently possible to add a customized note, memo, or sentence to the top of bills, it is possible to edit Bill Theme Localization sections to include the desired information.

If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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