KCS - Why are My Subscription Receipts Billed to the Me Instead of the Firm?

Objective:

  • Can I change who the subscription receipts are billed to? 

Environment:

  • Clio Web App

Additional Information:

How Do I Change My Name in Clio?

Answer:

Clio's subscription receipts currently reflect the name of the Account Owner. To work around this, you can temporarily set the First and Last Name for the Account Owner to the firm's name, download the receipts, then change it back.

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