KCS - How do I Edit the "Invoice"/Title from my Bill?

Objective:

  • Remove Title on Bill Theme 
  • Change title 
  • Edit Invoice Title
  • Edit Invoice Information

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click into Billing 
  3. Find Bill Themes
  4. Choose the appropriate Bill Theme 
  5. Click into Localizations 
  6. Under Invoice Information choose Title 
  7. Enter Title as desired (for it to be blank, just enter the space bar) 
  8. Click Save 

 

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