Objective:

• Add an identifying number for the Client to their Bills
• Client reference number
• Client VAT number
• Client Tax Number

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

1. Update your Bill Theme settings to pull in the Matter's Client Reference Number:
   
   • Select Settings (gear icon)
   • Select Billing
   • Select Bill Themes
   • Select the Bill Theme to apply the changes to 
   • From the menu at the top-left, choose Matter > Heading 
   • Check the box to Show Matter Client Reference Number
   • Optionally, scroll down to the Title box and change the bolded "Client Reference Number" text to another title (Note: you must leave the bracketed text intact)
   • Click Save at the top of the page
     
     
2. Enter the appropriate number in the Client reference number field (just above the "Location" field) when editing or creating Matters