KCS - How to Create Bills with a Different Bill Theme

Objective:

  • Apply a different Bill Theme when generating Bills

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Bills
  2. Click Billable Clients
  3. Check the box to the left of any Matter or Client you wish to bill (or check Select All at the top of the list)
  4. Click Generate at the top of the list
  5. Under Change bill theme, select the Bill Theme you wish to apply
  6. Click Generate bills

 

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