Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Set Customized Invoice Numbering in Clio?

Objective:

  • Use a preset Invoice number per Client's Matter to fulfill Client requirements

Environment:

  • Clio Web App

Additional Information:

  • See here for information on how Invoice numbering works
  • Instructions on editing Invoice numbers can be found here

Answer:

No, it is not possible to set a a customized Invoice numbering scheme in Clio.

It is possible to change your numbering so that it starts at a higher value (see here)

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality