Bill To records consist of information associated with a recipient of a client's mailed or emailed statement. Each Bill To record is associated with a contact and includes additional billing information not stored in the Contact file, such as whether a statement will be mailed and/or emailed, which mailing address or email address will be used, whether an Attention line is included, and more.

Bill To records are listed in a table on the Billing Preferences tab of the Client file under Statement Delivery Options. Each matter can be assigned up to two Bill To records. The first record in this table is the Default Bill To record, which is created automatically when the client is saved and cannot be deleted. The second record in this table is an optional Additional Bill To record, which is typically used for duplicate statements.