How to Make Your Bills Envelope Friendly

Objective:

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

Environment:

• Clio Manage

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