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:
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Click into the specific Bill
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Locate the Options section on the left-hand side (expand if needed)
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Click into the menu under Change bill theme
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Select the appropriate theme.