Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality