How to Make Your Bills Envelope Friendly

Objective:

  • How to fit your client information section of an Invoice into an envelope window

Environment:

  • Clio Web App

Additional Information:

The Envelope-Friendly format only works for #10 left-windowed envelopes, and only those with single-pane windows.

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click Bill Themes
  4. Click the Bill theme you want to edit
  5. Select Page Setup > Format
  6. Check the box to Make Envelope-Friendly

 

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