KCS - How to Re-Share a Bill with a Client

Objective:

  • Share a Bill with a Client a second time
  • Share a Bill again
  • Reshare Invoice

Environment:

  • Clio Web App
  • Bills

Additional Information:

n/a

Procedure:

  1. From the Bills page, click Share under the Bill
  2. "Stop Sharing" with Client you want to re-share Bill with
  3. Type in the name of the Client again and select their name
  4. Click Share Bills
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