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KCS - Updating the bank information displayed on Bills

Objective:

  • Update the Wire Transfer information displayed on Bills
  • Bank Account 
  • Bill Theme
  • Remittance Slip
  • Swift Code

Environment:

  • Clio Web App

Additional Information:

For further information, please see the following: 

Procedure:

For reference, to update the wire transfer information displayed on your Bills:

  1. Click on Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Click on your Bill Theme
  5. Click on Remittance Slip in the first column
  6. Click on Remittance Slip in the second column
  7. Beneath Show Information for Wire Transfer, modify the details as needed

 

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