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Selecting Your Billing Currency

Clio offers the ability to Invoice in many different currencies. Currency can be adjusted for the firm, or it can be adjusted on an invoice-by-invoice basis.

Contents:
Setting the currency for your firm
Set the currency on an individual invoice

 

Setting the Default Currency

  1. Click on the gear wheel at the top of the Clio page to access Settings
  2. Choose "Billing" from the right-hand column, under the "Clio Settings" column.
  3. Under "Default Currency", scroll through the list to find the correct currency, or type in the name and then select the item
  4. At the bottom of the page, click "Save Bill Settings"

 

Setting the Currency on an Invoice

  1. Click Edit from the Actions drop-down when viewing an invoice

    Or, click Edit from the list of invoices
  2. Select a new currency in the Currency drop-down field
  3. Scroll to the bottom and click Update Invoice

    You will now see the currency on the invoice has been update in the Invoice Details section:

    And it will have updated on the invoice itself: