Objective:
- How to Edit a Bill Theme
- Editing Bill Themes in Settings
Environment:
- Clio Web App
Additional Information:
For more information on Bill Themes, please see: Anatomy of a Bill Theme
Procedure:
- Go to Settings (gear icon)
- Click Billing
- Click Bill Themes
- Click the Bill theme you want to edit
- Once you make changes, it will automatically save and update all Bills with that theme