KCS - How do I Include a Client's Tax ID or EIN on Bills?

Objective:

  • Add an identifying number for the Client to their Bills

Environment:

  • Clio Web App

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

 

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