Collect eCheck and card payments directly through Clio. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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

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