Objective:
- Send Bills to someone other than the Client
- Issue Bills to multiple people
- Share a Bill with a 3rd Party
- Have a 3rd party pay a bill
- Send a Bill to an individual at a company
Environment:
- Clio Manage
Additional Information:
- Bills in Clio will be directed to the Client (or Company) on the Matter that is being Billed
- Only one person can be listed as the Client for each Matter
- The name of the Client will continue to display on the Bill
Procedure:
To change the addressee for all of a Client's Bills:
- Access the Contact page of the Client
- Click Edit
- Scroll to their Billing Address or click Add an address
- Enter the name of the third party in the Street field (e.g. c/o Acme Inc.), followed by their address
- Include the City, State, Zip, and Country for the third party
- Click Update Person or Update Company
To change the address for a specific Bill:
- Access the Bill
- Select Custom Address bullet on the left (in the "Options" section)
- Enter the name and address of the third party
- Click somewhere else within the screen to refresh the Bill