Does your firm need to work from home due to COVID-19? Check out these key resources.

How do I Send A Bill to Another Email Address?


  • 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


  • Clio Manage

Additional Information:

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


  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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality