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How to Remove secondary Bill Recipient

Objective:

  • How to Remove Bill Recipient
  • How to Edit who else received a bill 
  • How to delete the contact that also receives an Invoice

Environment:

  • Clio Manage

Additional Information:

Bill Recipients: FAQ

 

Answer:

  1. Find the billable Matter
  2. Click the blue Edit Matter button on the top right-hand corner 
  3. Click on the Related contacts section 
  4. Uncheck the box for Bill Recipient
  5. Save Matter
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