Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Updating the bank information displayed on Bills


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


  • Clio Web App

Additional Information:

For further information, please see the following: 


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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality