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. 

This process can also be followed for Trust Requests

Procedure:

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.