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How Do I Specify the Client's Billing Address If They Have Multiple Addresses?

Objective:

  • To determine how to select which address is the Billing address.
  • To select a Billing address when there are multiple addresses for the Contact.
  • Add more than one address for a Contact to select on a bill.

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Contact or Company 
  2. Select the blue Edit Contact button on the top right 
  3. Under the Address column click the Add Address link.
  4. Input the new address and switch the Type dropdown to Billing.
  5. Select the blue Save Contact button on the bottom right when finished to save your changes.
  6. Navigate to the desired 'Draft' or 'Unpaid' Bill.
  7. Under Options select the Client Address from the available addresses.
  8. The changes will be saved automatically on the invoice.

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