Billing Templates in Clio Manage

With Billing templates in Clio Manage your firm has full control over the look and feel of your bills allowing you to create custom, branded templates that reflect your firm's brand without the need for external tools like Word or PDF editors. Unlike bill themes, which are configured through a series of settings menus, billing templates provide a single canvas where you can see and adjust your bill's layout via a visual, drag-and-drop-style interface.

Create billing templates

You can use the billing template editor to build a custom bill template from scratch. The editor displays a preview of your bill on the left and a customisation pane on the right.

1. Go to Settings > Billing > Billing templates or the main Billing tab > Billing templates.
2. Select Create new template.
3. Use the customisation pane on the right to add, remove, and organise the components of your bill, provide design details like page margins, and to edit the template name. As you make these changes, the bill preview will update.
   • Add components: In the Structure subtab,click Add new section then select which components to add from the list.
   • Remove components: In the Structure subtab in your customisation pane, click the component’s expander arrow to open its details, then click Remove.
   • Rearrange components: In the Structure subtab in your customisation pane, click and hold the drag handle (six dot) icon for a component, then drag it into a new position.
   • Design the bill layout: In the Design subtab in your customisation pane, specify page margins, choose text font properties, and choose if you want to add any watermarks to the bill.
4. Add design details and fields. Click into a component in the bill preview to enter edit mode for the component. You can
   • add static text,
   • move variable placeholders—the text wrapped in {{ … }},
   • click Insert field to find and select additional variable placeholders,
   • click Insert elements to add horizontal lines, links, images, or tables, and
   • apply text formatting that conforms to your firm's brand.

5. Click the more icon at the top right, then click Rename template. Enter a template name and click Save.

   Tip:Use a descriptive name that will help you recognise which template to select when you generate bills.
6. When you are satisfied with your template, select Save.

Manage billing templates

After creating a billing template, you can modify it or remove it from your firm's account.

Edit billing templates

1. Go to Settings > Billing > Billing templates.
2. Hover over the template you want to edit, then click Edit.
3. Make layout changes as needed. Refer to Create a new billing template for more information.
4. When you are satisfied with your template, select Save.

Duplicate billing templates

1. Go to Settings > Billing > Billing templates.
2. Locate the template you want to duplicate, then hover over it.
3. Click Duplicate.

The duplicate will appear in your billing templates where you can then edit and rename it.

Delete billing templates

1. Go to Settings > Billing > Billing templates.
2. Locate the template you want to delete, then hover over it.
3. Click the Delete icon, then OK.

Download bills

1. Go to Settings > Billing > Billing templates.
2. Hover over the template you want to edit, then click Edit.
3. With your bill open, click the more icon (vertical ellipses at the top right, then Download PDF.
4. Use the dropdown to select a matter that you want to preview a bill for, then click Preview.
5. Click Download PDF to save a copy to your computer.

Select bill templates when you generate a bill

When you generate bills you will have the option to select a Billing template as one of your Bill generation options.