KCS - Can I Change the Client's Name on a Bill but not on the Associated Matter?

Objective:

  • Can I change the name and address of the Client on a Bill without changing the details of the primary contact on the associated Matter?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. The Contact details on Bills are directly pulled from the details of the Client who is linked to the Matter.

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