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How Do I Create a New Bill Theme?

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:

  1. Select Settings 
  2. Select Billing 
  3. Select Bill Themes
  4. Click New Theme 
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