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:
- Navigate to the main Bills page
- Select Unpaid
- Use the checkboxes to select the Bills you would like to send
- Click the Send button at the top of the Bills table
- Select the applicable options in the Send Item window
- Select Send Bills