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Why is the Subscription Invoice Not Reflecting the Firm Name?

Question (choose one):

  • Why is the Subscription Invoice Not Reflecting the Firm Name?
  • Why is the Billing Information Reflecting a Person?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

  • n/a

Answer:

Clio's subscription invoice would reflect the name that was submitted while entering the credit card information to be charged. To reflect a different name, you can update the payment information by following the steps below:

1. Click on Settings
2. Select Account and Payment Info
3. Select Payment Info
4. Select Change Credit Card Information
5. Enter in your new Credit Card information reflecting the business name
6. Save your changes

Please note if the business name is not updated or registered at the bank level to the credit card, this can cause the payment to fail when being processed by Clio.

 

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