Objective:
- Show "Transfer from Trust" on a Bill Theme
- Change "Payments Received" on a Bill Theme
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Click on Settings
- Click on Billing
- Click Bill Themes
- Click the image of the Bill Theme you want to edit
- Choose Localizations in the first column
- Choose Statement of Accounts in the second column
- Change Payments Received field to any other language you may want to use
- Click Save