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Webinar: Beautiful Bills - Bill Themes

Take your invoicing to the next level by customizing and modifying your Bill Theme templates. Bill Themes allow you to better and more memorably represent your firm.

Handout materials

For an assignment to be completed along with the webinar, see our Beautiful Bills Webinar Assignment.

Access our handout Training materials in the Beautiful Bills PDF.

What's covered

Throughout the presentation different questions are posed. Do your best to answer along! Pause when the "Active Poll Running" slide is displayed so that you can take your time to explore your account.

During this session we discuss:

  • Creating a new Bill Theme
  • Display option details
  • Client Information
  • Billing Information
  • Accounts, Trust and Operating
  • Overdue Bills
  • After making the above changes, we go over applying Bill Themes

After completing the Beautiful Bills Webinar, take a look at our Upcoming Webinars.