Is it Possible to Forward a Bill Shared via Email and Still Have the Option to Pay the Bill through Clio Payments?

Objective:

• Is the link to Pay Bill via credit card still an option when Bills shared via email are forwarded

Environment:

• Bills
• Clio Payments

Additional Information:

Please note, if the Pay Bill link is not being seeing it may be due to the email being mis-categorized within the spam or junk folder.

Answer:

Yes, if you do forward the Bill after it is received via email the option to record a Clio Payment within the forwarded email will still be present.