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How to Include a Client Reference Number on Bills

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:

  1. Select Settings
  2. Select Billing
  3. Select Bill Themes
  4. Select the Bill Theme to apply the changes to 
  5. Select Matter
  6. Select Heading 
  7. Check the Show Matter Client Reference Number box

 

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