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How Do I Include Bank Details on a Cover Letter?

Objective:

  • Bank Details on a Cover Letter
  • Bank Account
  • IBAN & Swift
  • UK 
  • Europe
  • Custom Address
  • Please be aware that these steps are not ideal for GDPR practices

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the main Billing tab on the left side of Clio
  2. Open the required Bill
  3. Go to Client Address
  4. Select Custom Address
  5. Include the client's address and the firm's bank details

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