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How to Remove Related Contact from Receiving a Bill?

Objective:

  • How Remove Secondary Contact From Receiving a Bill?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Change a Related Contact, click here
  • To Learn How to Change the Relationship/Title of a Related Contact Within a Matter, click here

Answer:

  1. Find the billable Matter
  2. Click the blue Edit Matter button on the top right-hand corner 
  3. Click on the Related contacts section 
  4. Uncheck the box for Bill Receipient
  5. Save Matter

 

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