KCS - How to Include the Firm's Phone Number on Bills

Objective:

  • Add the firm's phone number to invoices

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes
  4. Select the Bill Theme you would like to edit
  5. Click Firm Information > Address
  6. Check the box beside Include Firm Phone Number

 

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