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

May 04, 2020 16:15

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.

Environment:

Clio Manage

Additional Information:

n/a

Procedure:

Go to the Contacts page
Select Edit
Under the address, you want to bill for, select the Type drop-down menu
Select Billing
Select Update Person/Company