How Do I Send My Client a New Email Link to Pay Via Clio Payments?

Objective:

• Provide Client with a new link to pay Bill via Clio Payments after having already sent them one.

Environment:

• Clio Manage
• Clio Payments

Additional Information:

Un-sharing and re-sending the Bill will send the Client a brand new email notification where they can access the link to pay. This is currently the only way to send them a link to pay. This is helpful for when you have already shared the Bill with the Client but they can't/don't want to find the original email and you want to send it to them again.

Procedure:

1. Open the Bill in question by clicking on the Bill ID or clicking View
2. Click Share at the top right hand corner
3. Click Stop Sharing
4. Re-send the Bill by selecting the Contact you want to share it with
5. Make sure Email is selected
6. Click Send Bills