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