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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
  • {{bill_memo}} displays default text that cannot be changed

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.

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

This Invoice Note is found at the bottom of the Bill, below the Payment Profile.

 

Resolution:

  1. Go to Settings
  2. Select Billing
  3. Click Bill Themes
  4. Select the Bill Theme you would like to remove the invoice note from
  5. Select Footer in the first column
  6. Select Footer in the second column
  7. Under "Show Invoice Memo" remove the text: {{billing_setting_memo}} 
  8. Click the green Save button

 

 

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