How to Show my Tax ID number on an Invoice

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Open the Bill Theme you'd like to Edit 
  5. In the first column select Footer 
  6. In the second column select Footer
  7. In the third Column scroll down, and locate the "Invoice Memo" Box
  8. Check the box next to "Show Invoice Memo"
  9. Enter the Tax ID# in the Invoice Memo Box
  10. Select Save
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