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How do I 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
  • Edit individual Bill Theme
  • How to change the Bill Theme of a Bill

Environment:

  • Clio Manage

Additional Information:

Bill themes may be changed on Bills in any state except Paid. 

This process can also be followed for Trust Requests

Procedure:

  1. Click into the specific Bill

  2. Locate the Options section on the left-hand side (expand if needed)

  3. Click into the menu under Change bill theme

  4. Select the appropriate theme.

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