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Invoice Note Appearing on the Bills but it's not Anywhere in the Bill Themes

Issue:

  • There's a customized footer appearing on the Bills but it's not anywhere in the Bill Themes.
  • The 'Invoice note' field is always populating with some text

Environment:

  • Clio Manage

Additional Information:

Legacy Bill themes is a deprecated feature and is no longer available or supported. Some settings continue to apply to Bills today however.

Cause:

In Legacy Bill themes, it was possible to set a 'Standard Invoice Note' that applied to all Bills.

Resolution:

  1. Go to https://app.clio.com/nc/#/settings?path=settings%2Flegacy_bills%2Fedit (or https://app.goclio.com/settings/legacy_bills/edit  in Previous Clio)
  2. Scroll down to Extra Bill Settings
  3. Remove the text in the 'Standard Invoice Note' area
  4. invoice_Note.png
  5. Click 'Save' at the bottom of the page

 

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