Objective:
- How to address Bills to a Related Contact
- How to address Bills to a third party
Environment:
- Clio Manage
Additional Information:
- Bills in Clio will only be directed to the Client (or Company) on the Matter that is being Billed
- Since only one person can be listed as the Client for each Matter, the name of the Client will be displayed on the Bill
Procedure:
To include a Related Contact's name on a Bill as well as the primary Client, you can change the address for the Client:
- Access the Contact page of the Client
- Click Edit contact
- Scroll to the Address or click Add address
- Enter the name of the third party in the Street field (e.g. c/o Acme Inc or John Smith), followed by the main Client's street name
- Enter the City, State, Zip, and Country for the main Client
- Click Save contact
To include a Related Contact's name for one specific Bill:
- Open the Bill by clicking on the Invoice number
- Navigate to the Options tab on the left-side bar
- Under Client Address select Custom Address
- Enter the name and/or address of the third party
- Click somewhere else within the screen to refresh the Bill