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

January 15, 2021 20:38

Objective:

Can I change who the subscription receipts are Billed to?

Environment:

Clio Manage

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.