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How Do I Edit A Bill's Footer?

Objective:

  • How to add information to a Bill footer?
  • How do I add information to a Bill's footer

Environment:

  • Clio Manage

Additional Information:

  • If you want to change what's on your Bills' footers going forward, you can edit your Bill Theme.
  • Please note that it is not possible to edit a Paid bill's Footer. (The bill must be in an Unpaid state.)

 

Procedure:

  1. Navigate to the Bill
  2. Click the Bill ID
  3. Scroll down the page on the left to Notes
  4. Update your Footer Notes
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