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How Do I Edit Column Names on a Bill?

Objective:

  • Change Attorney column name to User on invoices
  • Edit column titles on bills

Environment:

  • Clio Manage 

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes tab
  4. Click the Bill Theme you used for your invoice
  5. Click Localization
  6. Click Matter
  7. Type in the new column name for the column you want to edit

 

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