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How do I Resend a Bill with a Client?

Objective:

  • How do I send a Bill with a Client a second time
  • How can I send an updated Invoice with a Client
  • Can I send a Bill again
  • How do I re-send an Invoice
  • Can I re-send a Bill with a client
  • Re-send a Trust Request
  • How do I re-send a Bill
  • How to send a Bill again
  • Can I send a payment reminder
  • How to remind a client of a Bill 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Bill you want to Re-send and select Send
  2. Click Stop Sharing for the Client you want to re-send the Bill to
  3. Type in the name of the Client again and select their name
  4. Click Send Bills
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