2017

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KCS - How to Switch the Bill Theme on an Existing Bill

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

Bill themes may be changed on Bills in any state before a being fully paid. 

Procedure:

New Clio

  1. View the Bill
  2. Locate the Options section (expand if needed)
  3. Click into the menu under Change bill theme
  4. Select the appropriate theme

Previous Clio

  1. View the applicable Bill
  2. Click on Select Theme (on the right-hand side, across from "Bill Preview")
  3. From the dropdown list, select the desired previously created Bill Theme
  4. Click Save
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