KCS - 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

Environment:

  • Clio Web app

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 or when generating bills from Billable Clients. 
  • Changes to your Bill Themes should save automatically. If they have saved, you will see a green Save button at the top-right of the page (click there).

Procedure:

  1. Create a logo for your firm that includes Address 1
  2. Go to Settings
  3. Select Account and Payment Info.
  4. Upload your Firm Logo
  5. 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 *only necessary if Logo includes Firm Name
  11. Firm Information > Logo > Showing
  12. Firm Information > Address > uncheck Include Firm Address
    Address 2 (Address, No Logo)
  13. Firm Information > Title > Visibility > check Showing
  14. Firm Information > Logo > uncheck ShowingFirm Information > Address > Include Firm Address

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