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.