KCS - How to Assign a Bill Theme to Matters Using Custom Fields

Objective:

  • Generate Bills using a specific Bill Theme

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

n/a

Procedure:

  1. Create a Matter Custom Field to specify the Bill Theme for each Matter (Suggested: Picklist with an option for each Bill Theme)
  2. Edit any applicable Matters to select the appropriate Bill Theme within this Custom Field
  3. Go to Bills
  4. Select Billable Clients
  5. Click Filter
  6. Click Add Matter Custom Field
  7. Select the Custom Field created in Step 1
  8. Select the appropriate value from the next menu
  9. Check the Select All box at the top of the page
  10. Click Generate
  11. In the "Generate invoices" window, under Change bill theme, select the appropriate theme
  12. Make any other selections needed
  13. Click Generate bills
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