KCS - How to Create a Pro Forma Invoice

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

In Clio, a pro forma invoice is referred to as a Trust Request.

Procedure:

  1. Edit or create a new Bill Theme to change the wording on the Trust Request to Pro Forma Invoice
  2. Create a Trust Request
  3. Change the Bill Theme to the one you created in Step 1
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