KCS - How do I Change the Wording Used for "Tax" on Bills?

Objective:

  • Remove mention of "Tax" on Bills and call it something different

Environment:

  • Clio Web App

Additional Information:

Tax can be mentioned in several different areas of your Bills, depending on your Settings. The following steps cover all areas where tax may be noted.

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Locate "Taxes"
  4. Update the Primary Tax Name and Secondary Tax Name
  5. Scroll to the bottom of the page
  6. Click Save Bill Settings
  7. Select the Bill Themes sub-tab (at the top of the page)
  8. Click on the Theme you wish to edit
  9. Select Localizations Matter
  10. Update the text in the fields Tax Heading and Total with Tax Heading
  11. Click outside of the field or click on the green Save button to save your changes
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