How to Add a Message to a Sent Bill

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:

  1. View the Bill
  2. Click the Send button at the top of the page
  3. Enter the name of the contact to send the Bill to
  4. Select the blue "Add a Message" button
  5. Include your message
  6. Click Send Bill

 

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