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How to Send Multiple Bills at Once

Objective:

  • Bulk send Bills
  • Send more than one bill at a time
  • How to Bulk Send Bills 
  • How to bulk send bills

Environment:

  • Clio Manage

Additional Information:

The Contact's must have a valid Primary Email Address in Clio for the Bills to be sent successfully. The Send button will not appear if Deleted or Voided bills are included in the selection.

Procedure:

  1. Navigate to the main Bills page
  2. Select Unpaid
  3. Use the checkboxes to select the Bills you would like to send 
  4. Click the Send button at the top of the Bills table
  5. Select the applicable options in the Send Item window
  6. Select Send Bills

 

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