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How to Edit Invoice Information in Bill Themes

Objective:

  • Edit the Invoice Information that appears in the upper right corner of my Bills. 

Environment:

  • Clio Manage

Additional Information:

  • Invoice Information is the text that appears at the top right of the invoice (ie. Invoice Number, Issue Date, Due Date, etc.)

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Select the Bill Theme that you would like to edit.
  5. Click on Localization > Invoice Information
  6. In the third column, make changes as necessary
  7. Back in the first column, click on Invoice Information > Invoice Title > Visibility
  8. In the fourth column, check the box beside Showing
  9. In the third column, click Details
  10. In the fourth column, check the box beside any information you'd like represented on the Bill
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