San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!
How to Bulk Apply a Specific Bill Theme to Matter Bills Using Custom Fields
Generate Bills using a specific Bill Theme
Can I Assign a Bill Theme to a Matter?
Determine if a Matter can have it's own specific Bill Theme
There is currently no automatic way to associate a specific Bill Theme to a Matter or Client. However, the section below is a workaround that can guide you through setting up a Matter Custom Field that you can use when bulk generating Bills that should have a specific Bill Theme assigned to them. Essentially you can set it up so that all Matters with the same Custom Field value have the same Bill Theme applied.
For steps on how to assign a bill theme to an existing bill, click here.
Create a Matter Custom Field to specify the Bill Theme for each Matter (Suggested: Picklist with an option for each Bill Theme)