Objective:
- How to include a Client Reference Number on Invoices
- How do I show the Client's Number on their Bills.
Environment:
- Clio Web App
Additional Information:
- Ensure that the Client Reference Number field is populated with a number, or else the information will not be displayed on the Bill.
Procedure:
- Select Settings
- Select Billing
- Select Bill Themes
- Select the Bill Theme to apply the changes to
- Select Matter
- Select Heading
- Check the Show Matter Client Reference Number box