- 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 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.