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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
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