How Do I Rename a Bill Theme?

Objective:

• Change the name of a Bill Theme
• Edit the name of a Bill Theme

Environment:

• Clio Manage

Additional Information:

• The name for a Bill Theme will not visible to your Clients, but will be used internally to differentiate the Theme, for example if you are selecting it for a specific Bill
• Although the Bill Theme Name will not reflect the update while you remain on the Edit Bill Theme page, the changes will be saved

Procedure:

1. Go to Settings
2. Select Billing
3. Click on Bill Themes
4. Click on the Theme you wish to edit
5. Click on Rename (at the top-right of the "Edit Bill Theme" page)
6. Enter the new name in the Bill Theme Name field
7. Click Save Name