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How To Put Two Names on an Invoice

Objective:

  • Can I put more than one name on an invoice?
  • I'm representing two people with the same address, how can I put both of their names on their invoices?

Environment:

  • Clio Manage

Additional Information:

  • As of right now, Invoices only show the First Name and Last Name of the Primary Contact
  • In order to display two names, we can make a contact that has the information of two people

Procedure:

  • Make a new Contact and enter the names in the following format:
    • First Name: 'John Smith and'
    • Last Name: 'Jane Doe'

 

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