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KCS - How do I Bill a Third Party?

Objective:

  • Can I sent Bills to someone other than the Client? 
  • Issue Bills to multiple people

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

  • Bills in Clio will be directed to the Client on the Matter that is being Billed
  • Only one person can be listed as the Client for each Matter
  • You can address Bills to a third party or additional people by putting their information in the address field
  • The name of the Client will continue to display on the Bill

Procedure:

To change the addressee for all of a Client's Bills: 

  1. Access the Contact page for the Client
  2. Click Edit
  3. Scroll to their Billing Address or click Add an address
  4. Enter the name of the third party in the Street field (e.g. c/o Acme Inc.), followed by their address
  5. Include the City, State, Zip, and Country for the third party
  6. Click Update Person or Update Company

To change the address for a specific Bill:

  1. Access the Bill
  2. Select Custom Address bullet on the left (in the "Options" section)
  3. Enter in the name and address of the third party
  4. Click somewhere else within the screen to refresh the Bill
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