2017

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KCS - How to Show the Client's Email Address on a Bill

Objective:

  • Add Client email address to Bill

Environment:

  • Clio Web App
  • Bills

Additional Information:

At this time, the 'Email Address' field for Clients isn't available to be pulled on to Bill Themes. This is currently a feature request.

Procedure:

  1. Navigate to the Client's Contact page
  2. Click Edit
  3. Add the email to the top line of the 'Street field'
  4. Click Update Person

 

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