KCS - How to Share Multiple Bills at Once

Objective:

  • Bulk share Bills
  • Share more than one bill at a time
  • How to Bulk Share Bills 

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

The Contact's must have a valid Primary Email Address in Clio for the Bills to be sent successfully. 

Procedure:

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

 

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