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

March 11, 2019 22:05

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 Web App

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