How to Brand Your Bills
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Transcript of How to Brand Your Bills
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Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
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Brands & Billsby Drew Goddyn & Jarred Bolen
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Drew GoddynTechnical Escalations Agent
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Jarred BolenCustomer Support Specialist
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Clions:
Passionate Clio Employees that love to help others understand and become efficient in Clio
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Branding
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Logo Branding
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Why is a flexible billing tool needed?
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It costs 6 times more to attract a new customer!
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Introducing:Bill Themes
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Template 1 Template 2
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Where can we find Bill Themes in Clio?
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Bill Themes: Interface
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Quick Tip:
Sample Invoice does not pull information from your account
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1 2 3
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Quick Tip:
The shadow can help guide you to the category you want to edit
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Using Bill Themes(Finally!)
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Quick Tip:
Test your changes on a real bill
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Quick Tip:
Visit the Smart Bar for a billing workflow refresher
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Quick Tip:
New bills use the default Bill Theme
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Reminder:
Bill Themes are found on the settings page
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Page setup:
• Margins
• Typography
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Matter:
• Line Items
• Orderings
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Statement of Accounts:
• Summary of Accounts
• Detail of Accounts
• Client Account
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Lets go check out our Invoice!
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Lets make a quick change!
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Lets apply our new theme to our Invoice
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That’s a wrap!
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Questions?