KCS - 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.

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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

 

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