Objective:
- Include a Message when sending a Bill to a Client
- Add a message to a Bill sent via Email
- Add a message to a Bill sent via Clio Connect
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- View the Bill
- Click the Send button at the top of the page
- Enter the name of the contact to send the Bill to
- Select the blue "Add a Message" button
- Include your message
- Click Send Bill