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.

How to Show the Firm Email on a Bill

Objective:

  • To show the Firm contact email on all Bills

Environment:

  • Clio Web App

Additional Information:

Where do I Change the Email Address that Shows on the Bill?

Procedure:

 

  1. Go to Settings
  2. Select Billing
  3. Choose Bill Themes
  4. Click on the theme you wish to edit (use the one marked "Default" to apply this to all Bills automatically)
  5. From the menu at the top-left of the "Edit Bill Theme" page, select: 
    Firm InformationAddress > check the box to Include Firm Email
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