Objective:
- How do I make a duplicate of an existing Bill Theme in my account?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click Settings
- Click Billing
- Click Bill Themes tab
- Click Copy above the desired Bill Theme
- Click the image of the copied Bill Theme (The duplicate will contain the original Bill Theme's name followed by "copy")
- Click Rename at the top right corner to change the name of your new Bill Theme to differentiate from the original copied Bill Theme and then click Save Name.