KCS - How to Change the Address on a Bill

Objective:

  • To override the address in a Bill Theme
  • Manually edit Client address on an Invoice
  • Add additional address to a Bill

Environment:

  • Clio Web App
  • Bills

Additional Information:

N/A

Procedure:

Previous Clio Experience

  1. View the Bill
  2. Select grey Show Theme Controls button
  3. Select Client Address on the left
  4. Select Custom Address bullet
  5. Change Address
  6. Click green Save button

New Clio Experience

  1. View the Bill
  2. Select Custom Address bullet on the left
  3. Enter in the new address
  4. Click somewhere else within the screen to refresh the Bill
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