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
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View the Bill
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Locate the Options section (expand if needed)
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Click into the menu under Change bill theme
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Select the appropriate theme.
Previous Clio
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View the applicable Bill
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Click on Select Theme (on the right-hand side, across from "Bill Preview")
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From the dropdown list, select the desired previously created Bill Theme
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Click Save