KCS - How to Access Bill Themes Editing Page

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:

  1. Go to Settings (gear icon)
  2. Click Billing
  3. Click Bill Themes
  4. Click the Bill theme you want to edit
  5. Once you make changes, it will automatically save and update all Bills with that theme
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