Objective:
- How to fit your client information section of an Invoice into an envelope window
- How to set up Bill for envelope printing
Environment:
- Clio Manage
Additional Information:
The Envelope-Friendly format only works for #10 left-windowed envelopes, and only those with single-pane windows.
To print your Bill see the following article: Print Bills
Procedure:
- Go to Settings
- Click Billing
- Click Bill Themes
- Click the Bill theme you want to edit
- Select Page Setup > Format
- Check the box to Make Envelope-Friendly