1. Open Names, Client Info.
2. Open the client you want to update.
3. Select the Layouts tab.
4. Change the Bill Layout to the desired layout name.
5. Save the client.

Assign a layout to multiple clients

1. Select Bills, Bill and Statement Layouts.
2. Highlight the bill or statement layout.
3. Click Assign.
4. Select the clients you want to update.
   • Right‑click the list and select All to assign the layout to every client.
5. Click Assign.
6. Click Yes to confirm.
7. Click OK.