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How do I Re-Share a Bill with a Client?

Objective:

  • How do I share a Bill with a Client a second time
  • Can I share a Bill again
  • How do I re-share an Invoice
  • Can I re-share a Bill with a client
  • Re-share 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-share and select Share
  2. Click Stop Sharing for the Client you want to re-share the Bill with
  3. Type in the name of the Client again and select their name
  4. Click Share Bills
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