You can duplicate a Bill Theme if you want all, or most, of the settings that you customized in an existing theme to be carried over to a new theme.
To copy a Bill Theme:
- Go to your Clio Settings panel
- Click on "Billing" in the Clio Settings column
- On the Bill Settings screen, click the "Bill Themes" sub-tab
- On the Bill Theme you want to copy, click the associated "Copy" link.
- You will see the copied Bill Theme in the list. Click on the copy to rename it.
- From the Edit Bill Theme screen, click the "Rename" button to update the name.