- 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
- Clio Manage
Bill themes may be changed on Bills in any state before a being fully 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.