How to Brand Your Bills

Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

Clio Cloud Conference 2014 #ClioCloud9

Brands & Billsby Drew Goddyn & Jarred Bolen

#ClioCloud9Clio Cloud Conference 2014

Drew GoddynTechnical Escalations Agent

Jarred BolenCustomer Support Specialist

Clions:

Passionate Clio Employees that love to help others understand and become efficient in Clio

Branding

Logo Branding

Why is a flexible billing tool needed?

It costs 6 times more to attract a new customer!

Introducing:Bill Themes

Template 1 Template 2

Where can we find Bill Themes in Clio?

Bill Themes: Interface

Quick Tip:

Sample Invoice does not pull information from your account

Quick Tip:

The shadow can help guide you to the category you want to edit

Using Bill Themes(Finally!)

Quick Tip:

Test your changes on a real bill

Quick Tip:

Visit the Smart Bar for a billing workflow refresher

Quick Tip:

New bills use the default Bill Theme

Reminder:

Bill Themes are found on the settings page

Page setup:

• Margins

• Typography

Matter:

• Line Items

• Orderings

Statement of Accounts:

• Summary of Accounts

• Detail of Accounts

• Client Account

Lets go check out our Invoice!

Lets make a quick change!

Lets apply our new theme to our Invoice

That’s a wrap!

Questions?

How to Brand Your Bills

Business

How to create a sh*tty brand (brand strategy)

How Perceived Brand Globalness Creates Brand Value

How to Save Money on Energy Bills 2014

STRONG BRANDS – How Brand Strategy and Brand · PDF fileMaster Thesis in Marketing 1 STRONG BRANDS – How Brand Strategy and Brand Communication Contribute to Build Brand Equity:

SmartPlant Materials How to Handle Bills of Material (BOM)spmat.hec.co.kr/marian_webentry/Pdfs/BP-B1 - EPI... · 8 SmartPlant Materials How to Handle Bills of Materials (BOM) B.20.01.05

How bills become law in Kentucky 12 - kyma.org › ... › 2015 › 11 › How-Bills-Become-Law-in-Kentucky-… · How bills become law in Kentucky Source: Courier-Journal research

How An Expert Analyzes Utility Bills

Brand Building: What makes you brand different? How having a brand belief can drive brand competitiveness

How Federal COVID-19 Response Bills can Support

How a Bill becomes a Law!. Types of Bills Bills Private Bills – A bill that concerns an individual or certain people and/or places. Public Bills –

STRONG BRANDS – How Brand Strategy and Brand …...STRONG BRANDS – How Brand Strategy and Brand Communication Contribute to Build Brand Equity: THE CASE OF NAVIGATOR ABSTRACT In

HOW TO SLASH YOUR GROCERY BILLS IN HALF

Restoring Power: How Lawmakers Can Lower Your Electric Bills

How brand personality, brand identification and service ... · Page 1 of 12 MARKETING | RESEARCH ARTICLE How brand personality, brand identification and service quality influence

SUPREMO AMICUS HOW FAKE BILLS MECHANISM IS …

How to Build Brand Loyalty & Brand Advocates

Legislative Process How A Bill Becomes A Law. Types of Bills Two Types of Bills: – Private Bills: individual people and places – Public Bills: general

Protecting Patients from Surprise Medical Bills · Protecting Patients from Surprise Medical Bills 2 How Surprise Medical Bills Affect Americans Every year, Americans make about 137

Measuring How ConsuMers interaCt witH Your Brand: Brand ... · A Database Marketing Agency Measuring How ConsuMers interaCt witH Your Brand: Brand engageMent Monitor Merkle ThoughT

How Am I Going To Pay My Bills?