Objective:
- Include a clickable hyperlink on Invoices
- Add payment links to Bills
Environment:
- Clio Manage
Additional Information:
- If you are adding a payment link to your Bills and you are located in the United States, you can instead avail of a more integrated Online Payment system through Clio Payments
- On the Bill Themes page, you can also click on New Theme or Copy to create a new theme or copy an existing one
- While the link will not be clickable in Clio, it will become hyperlinked when the bill has been downloaded as a PDF (the style and formatting will not change)
- If you would like to add a link to a single Bill, follow the steps here: How to Include a Link on a Specific Bill
Procedure:
- Go to Settings
- Select Billing
- Click on Bill Themes
- Click on the Theme you would like to edit
- From the menu at the top-left, select Footer
- Select Footer again
- Add the link into the Payable Statement or Invoice Memo field (leaving the existing text and bracketed fields in place)
- Use the formatting options to bold, underline, or color the text
- Click Save at the top right
Please note: An active hyperlink will not be on the footer bill.