KCS - How do I Choose Which Firm Contact Info Shows on Bills?

Objective:

  • Hide or show firm address, email, phone, number, website, fax

Environment:

  • Clio Web App

Additional Information:

How Do I Change My Firm's Address?

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Choose Bill Themes
  4. Click on the theme that you wish to edit (use the theme marked "Default" to apply this change to all Bills automatically)
  5. From the menu at the top-left of the Edit Bill Theme page, select Firm Information Address
  6. Check or uncheck the boxes for each item, as needed

 

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