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:
- 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
- Enter the appropriate number in the Client reference number field (just above the "Location" field) when editing or creating Matters