How Do I Create a Copy of a Bill Theme?

Objective:

  • How do I make a duplicate of an existing Bill Theme in my account?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes tab
  4. Click Copy above the desired Bill Theme
  5. Click the image of the copied Bill Theme (The duplicate will contain the original Bill Theme's name followed by "(copy)")
  6. 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

 

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