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How to Edit the Payment Profile Text that Shows on Bills

Objective:

  • How to customize the Payment Profile details in the Footer of the Bill?
  • Can I change the Interest information that appears on the Bill?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Billing 
  3. Select Bill Themes 
  4. Open the Bill Theme you'd like to Edit 
  5. Select Footer 
  6. Select Payment Profile
  7. Change the text within the correct Payment Profile section
  8. Select Save 
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