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How to Print Bills for Envelope Windows

Using Clio's Bill Themes, you can set your preference to format bills so that the client address shows in an envelope window.  This feature is for #10 left-windowed envelopes and only works for single-pane windowed envelopes.

To enable this feature:

  1. Click Settings on the left
  2. Click on "Billing" in the Clio Settings column
  3. Click the Bill Themes tab
  4. Select the theme that you would like to modify or click the "New Theme" button to create a new theme.
  5. Click Page Setup
  6. Click Format
  7. Check the box beside Make Envelope-Friendly

Once you have set this up, any bill that you print with this theme will be formatted to fit in #10 left-windowed envelopes.

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