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How do I Send A Bill to Another Email Address?

Objective:

  • I have a point of contact within a firm, but their Billing is taken care of by another member of their team
  • Email 
  • Bills/Invoice
  • Custom Fields

Environment:

  • Clio Manage

Additional Information:

For further information, please see the following: Can I Forward a Bill to Someone Else to Pay It? 

Procedure:

  1. Go to Settings
  2. Select Custom Fields
  3. Select Contact Custom Fields
  4. Press Add
  5. Name Custom Field (example: Point of Contact)
  6. Select Multi Text
  7. Press Save
  8. Go to Contact
  9. Select Edit
  10. Go to Custom Field and select Point of Contact
  11. Enter in their name/email
  12. Enter in the email address of the person that the Invoice needs to be sent to
  13. Press Update Person

 

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