KCS - How to Add a Message to a Shared Bill

Objective:

  • Include a Message when sharing a Bill with a Client
  • Add a message to a Bill shared via Email
  • Add a message to a Bill shared via Clio Connect

Environment:

  • Clio Web App
  • Bills

Additional Information:

n/a

Procedure:

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

 

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