How to Bulk Apply a Specific Bill Theme to Matter Bills Using Custom Fields

Objective:

  • Generate Bills using a specific Bill Theme

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

  • There is currently no way to assign a Bill Theme to a Matter. However, the Procedure section of this article goes over how use Custom Fields to bulk create bills with a specific Bill Theme using the Billable Clients screen. 
  • For steps on how to assign a bill theme to an existing bill, click here

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality