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


1 2 3


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?

Business

How to Brand Your Bills