Objective:
- How to create a new Bill Theme?
- How to set up how my bill will look in Clio?
Environment:
- Clio Manage
Additional Information:
This will create a new bill theme exactly that was in Clio when you originally started
For more information on all actions you can perform in a Bill theme, please see: Anatomy of a Bill Theme
Procedure:
- Select Settings
- Select Billing
- Select Bill Themes
- Click New Theme