Invoice Templates in Clio Manage

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

Create a new invoice template

You can use the Invoice template editor to build a custom bill template from scratch. The editor displays a preview of your invoice on the left and a customization panel on the right.

1. Go to Settings > Billing > Invoice templates.
2. Select Create new template.

3. Use the right-hand customization panel to add, remove, and organize the components of your invoice, provide design details like page margins, and to edit the template name.

   • Add components: In the Structure subtab in your customization pane, drag and drop components from the Add content section to the section above that shows which components to add into the invoice. As you do this, the section will appear in the invoice area.
   • Remove components: In the Structure subtab in your customization pane, click the component's expander arrow to open its details, then click Remove.
   • Design the invoice layout: In the Design subtab in your customization pane, specify page margins and choose from any watermarks to add to the invoice.
   • Rename the invoice layout: At the top of your customization pane, click into the Template name field to edit the name.

   Tip: Use a descriptive name that will help you recognize which template to select when you generate bills.

4. Add design details.
   • Click into each component in the invoice area to enter edit mode for the component.
   • Use the text edit icons to format the text in invoice components to conform to your firm's brand.
5. Add data.
   • Click into each component in the invoice area to enter edit mode for the component.
   • Click + Data.
   • From the menu, select whether to add data into a table or category and then select the data to add. You can choose from data related to Payment history, Statement of accounts, Interest, Clio payments, and more.
6. When you are satisfied with your template, select Save.

Manage invoice templates

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

Edit a template

1. Go to Settings > Billing > Invoice templates.
2. Hover over the template you want to edit, then click Edit.
3. Make layout changes in the customization panel and reformat components in the billing area. Refer to steps 3–5 of Create a new invoice template for more information.
4. When you are satisfied with your template, select Save.

Duplicate a template

1. Go to Settings > Billing > Invoice templates.
2. Locate the template you want to duplicate, then hover over it.
3. Click Duplicate.
4. When you are satisfied with your template, select Save.

Delete a template

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

Download an invoice

1. Go to Settings > Billing > Invoice templates.
2. Hover over the template you want to edit, then click Edit.
3. With your invoice open, click Preview.
4. Use the dropdown to select a matter that you want to preview an invoice for, then click Preview.
5. Click Download PDF to save a copy to your computer