The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Change the “Payments Received” Heading for Statement of Accounts on a Bill

Objective:

  • Show "Transfer from Trust" on a Bill Theme
  • Change "Payments Received" on a Bill Theme

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Click Bill Themes
  4. Click the image of the Bill Theme you want to edit
  5. Choose Localizations in the first column
  6. Choose Statement of Accounts in the second column
  7. Change Payments Received field to any other language you may want to use
  8. Click Save

 

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