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How Do I Add a Billing Address for my Client?

Objective:

  • Billing address for my client's invoices

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Contacts tab
  2. Click into the specific Contact associated with the Bill
  3. Select Edit Contact
  4. Under Billing Preferences, enter the appropriate Billing address
  5. Save the Type as Billing 
  6. Save Contact

Clio_-_Zachary_Melo_-_Edit_2020-01-11_12-24-40.png

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