How Do I Resend a Bill To a Client?

Objective:

  • How do I send a Bill to 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:

You will still need to stop sharing Bills sent through Clio Connect if you want to send them again. Clio Connect Users will not lose access to the Bill until it is unshared.

Procedure:

  1. Navigate to the Bill you want to Re-send and select Send
  2. Click Send Bill
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