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:
- Go to Settings
- Select Billing
- Click on Bill Themes
- Click on the Theme you wish to edit
- Click on Rename (at the top-right of the "Edit Bill Theme" page)
- Enter the new name in the Bill Theme Name field
- Click Save Name