KCS - Can I Change The Name Of The Operating Account?

Objective:

  • Can i change the name of the Operating Account on my Client's Bill?
  • is it possible to change the name of the Operating Account on a Bill?

Environment:

  • Clio We App
  • Bills > Invoice 
  • Accounts Tab 

Additional Information:

Please be aware  that when you change the name of the Operating Account in your Account this will be a Firm wide change. If you add the Client's name that is going to appear on the Bill. 

Answer:

Yes you can change the name of the Operating Account on the Bill. This can be done from the main Accounts tab. This article will walk you through Editing Bank Account Names 

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