KCS - 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
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