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How do I add my Website to my Bills and Secure Payment Links?

Objective:

  • To determine how to add a link to a Firm Website

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to Settings 
  2. Choose Account and Payment Info
  3. Update Client Contact Website field
  4. Click Save New Information button
  5. Make sure the following Bill Themes Setting is chosen:Clio_-_Edit_Bill_Theme_-_Google_Chrome_2019-06-15_12.30.03.png

 

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