KCS - How do I Send a Bill via Email With a Link to Complete a Credit Card Payment?

Objective:

  • Share a Bill via Email with a link allowing the user to pay via Credit Card

Environment:

  • Clio Web App

Additional Information:

This option is available to firms that have enabled Clio Payments. 

If an email address is not associated with that Contact, their name will not populate when you type their name into the Share field. 

Procedure:

  1. Go to the Bills tab
  2. Click the Bill ID or click View
  3. Click Share in the top right corner
  4. Select the Contact you want to share the Bill with
  5. Select Email 
  6. Click Share Bill
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