Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Edit Invoice Information in Bill Themes

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

Invoice Information is the text that appears at the top right of the invoice (Invoice #, Issued Date, Due Date, etc.)

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Click on Localization > Invoice Information
  5. In the third column, make changes as necessary
  6. Back the first column, click on Invoice Information > Invoice Title > Visibility
  7. In the fourth column, check the box beside Showing
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality