2017

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Localizing Your Invoice

You may prefer to invoice your clients in your own language or like to use terms relevant to your own workflow when invoicing. Clio by default supports Unicode encoded characters for all fields, which means you can enter details in any language.

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It is also possible to localize (or customize) all Headers in your Bill Themes.  To localize your Bill Themes, please go to your Clio Settings panel and click on "Billing" in the Clio Settings column. On the Bill Settings screen, click the "Bill Themes" sub-tab then click on the "New Theme" button. 

While editing your new Bill Theme, click on the "Localizations" option to edit all headers to your preferred language. The examples below will be shown in French, but your invoice can be localized for any language that can be typed into your keyboard.

Once you have changed all headers within the first set of Localizations, "Invoice Information", you will need to go to each additional set of headers and change the Localizations within it (Discount, Matter, Interest, Remittance Slip, Statement of Accounts, Firm Information,and Footer).

Additionally, there are a number of textareas in the Bill Theme that you may need to edit:

  • "Client Reference Number" (if shown)
  • "Summary Note" (if shown)
  • "Footer" and "Payment Profile" 

Don't forget to click save when making changes to textareas.

You are now able to pull your new Bill Theme into any new or existing invoice in Clio. For more information on changing the Bill Theme within an invoice, please click HERE.

For additional information on the options available when creating a Bill Theme, please click HERE.