Objective:
- Learn how to insert a Tax ID number into a Bill Theme
- GST Number on Bill
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Select Settings
- Select Billing
- Select Bill Themes
- Open the Bill Theme you'd like to Edit
- In the first column select Footer
- In the second column select Footer
- In the third Column scroll down, and locate the "Invoice Memo" Box
- Check the box next to "Show Invoice Memo"
- Enter the Tax ID# in the Invoice Memo Box
- Select Save