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How to Manage Two Firm Addresses

Objective:

  • Send bills from different firm locations
  • Issue bills from multiple firm addresses
  • Manage more than one firm address
  • Billing from two different firm locations
  • How to Include Multiple Firm Addresses on a Bill
  •  I have a firm with two offices, I'd like both to show up on invoices

Environment:

  • Clio Manage

Additional Information:

  • To use two different Firm Addresses on your Bills, enter one of these as your Address in Clio, upload the other as a part of your Firm Logo, then create two different Bill Themes.
  • You can use the Rename option to clearly differentiate each theme. 
  • Bill Themes can be selected on the view page of each individual Bill after it has been created (see here), or when generating Bills from Billable Clients (see here). 
  • Changes to your Bill Themes should save automatically. If they have not been saved, you will see a green Save button at the top-right of the page (click there).
  • For instructions on how to upload a new Firm Logo, please see here

Procedure:

  1. Create a logo for your firm that includes Address #1 as part of that image
  2. Go to Settings
  3. Select Account and Payment Info
  4. Upload your Firm Logo (please see the article here for steps on how to upload a new Logo)
  5. In Account and Payment Info again, enter Address #2 in the Address field
  6. Scroll to the bottom of the page and click Save New Information
  7. Go to Settings
  8. Select Billing
  9. Click on Bill Themes. You will need a separate theme for each address. You can clone your Default theme by clicking on Copy. Clicking on a theme will take you to the Edit page. From there you will make the following selections:

    Address #1 (Logo, No Address) 
  10. Firm Information > Title > Visibility > uncheck Showing (this is only necessary if the Logo you created includes Firm Name)
  11. Firm Information > Logo > tick Showing
  12. Firm Information > Address > uncheck Include Firm Address

Address #2 (Address, No Logo)

  1. Firm Information > Title > Visibility > tick Showing
  2. Firm Information > Logo > uncheck Showing
  3. Firm Information > Address > tick Include Firm Address

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