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What Type of Merge Field can I use in a Bill Theme?

Objective:

  • Can I use Merge Fields in Bill Themes?
  • In the Matter>Heading>Client Reference Number Field can I use different Merge Fields?
  • What type of Merge Fields work in the Client Reference Number portion of Bill Themes?

Environment:

  • Clio Manage

Additional Information:

  • Standard Merge Fields used for Document Automation do not work in Bill Themes

 

  • Screen_Shot_2020-01-17_at_8.48.35_AM.png

 

  • The available fields for Bill Themes would be:
    {{grace_period}}
    {{firm_name}}
    {{discount_rate}}
    {{discount_period}}
    {{interest_rate}}
    {{interest_type}}
    {{interest_period}}
    {{client_ref_num}}

Answer:

You cannot use the standard Merge Fields from Document Automation but you will be able to use the Bill Theme Merge Fields listed above. If you would like to make a Feature Request for the standard Document Automation Merge Fields to be available for use in a Bill Theme, please contact Clio Support at 1-888-858-2546 ext. 2 and we will be happy to assist.

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