If I Change the Client Billing Address Will it Update on an Approved Bill?

Objective:

  • Swapping which Address is the Billing Address from Another Address
  • Changing an Address on a Client's Invoice 

Environment:

  • Clio's Web App

Additional Information:

  • To change the address on a single Bill, please see here
  • To change the address on all of your Client's Bills, please see here

Answer:

If you change the address by selecting the Custom Address option when the Bill is moving through the Billing Workflow the address will only be changed for that Bill.

If you want to change the Address on all of the Clients Bill update the Client's address on their Contact Card which will update the address on all Bills that the CLient has. 

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