Clio Connect User Cannot Download Bill

Issue:

• Clio Connect user gets Something went wrong error when downloading bill.
• Unable to download an invoice
• Clio Connect
• Enable Bill Preview

Environment:

• Clio Manage
• Clio Connect

Additional Information:

n/a

Cause:

The Firm does not have Enable Bill preview turned on.

Resolution:

1. Contact Firm and get them to do the following:
2. Go to Settings
3. Click Clio Connect & Sharing
4. Select Clio Connect Bill Settings
5. Check the box beside Enable Bill Preview
6. Click Save Clio Connect Bill Settings