How to Bulk Apply a Specific Bill Theme to Matter Bills Using Custom Fields
Generate Bills using a specific Bill Theme
Clio Web App
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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.
Create a Matter Custom Field to specify the Bill Theme for each Matter (Suggested: Picklist with an option for each Bill Theme)