KCS - How to Rename a Bill Theme

Objective:

  • Name a Bill Theme to identify and use it on Bills

Environment:

  • Clio Web app

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Click on Bill Themes
  4. Click on the theme to edit
  5. Click the Rename button
  6. Click Save if the button appears - the theme will auto-save if not

 

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