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Can I Remove a Client's Company Information from a Bill?

Question:

  • Can I remove a client's company information from a bill?
  • How to remove the Client's Company information off of a bill?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

Answer:

No, not at this time.

As a workaround, you can remove the Company from the Contact information. To do so:

  1. Navigate to the Contacts Tab on the left side of Clio 
  2. Click on the specific contact
  3. Click the blue Edit Contact button (top-right of the page)
  4. Delete the Company section
    1. Option to write the Company Name in the Title section if you want to save the info in the Contact Page but have it be invisible on the bill
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