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. On the Edit Bill Theme page click on Rename button
  6. Click Save if the button appears - the theme will auto-save if not

 

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