KCS - How to Show my Tax ID number on an Invoice

Objective:

  • Learn how to insert a Tax ID number into a Bill Theme

Environment:

  • Clio Web App

Additional Information:

For more information on accessing the Bill Themes menu, click here

Procedure:

From the Bill Themes Menu:

1. In the first column select Footer 

2. In the second column select Footer

3. In the third Column scroll down, and locate the "Invoice Memo" Box

4. Check the box next to "Show Invoice Memo"

5. Enter the Tax ID# in the Invoice Memo Box

6. Select Save

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