- Apply a previously created Bill Theme
- Change look and feel of a Bill Theme
- Update Bill Theme
- Select new Bill Theme
- Change Bill Theme that an Invoice follows
- Edit individual Bill Theme
- How to change the Bill Theme of a Bill
- Clio Manage
Bill themes may be changed on Bills in any state except Paid.
This process can also be followed for Trust Requests
Click into the specific Bill
Locate the Options section on the left-hand side (expand if needed)
Click into the menu under Change bill theme
Select the appropriate theme.