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Can I Change My Default Bill Message Templates?

Question:

  • Can I Change My Default Bill Message Templates?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • We recommend that you update the current Default Messaging Templates to your preferred message.

  • Please follow the steps below to edit your bill message template:

    • Navigate to Settings in Clio Manage
    • Click 'Billing'
    • Click 'Bill Message Templates'
    • Click on 'edit' by the template that you wish to edit
    • Once a change has been made to a template, please click on 'Save Template'

 

 

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