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KCS - What Does the Bill Look Like When Sharing a Bill via Email?

Objective:

  • How does the Bill link when I share the Bill via link?

Environment:

  • Clio Web App

Additional Information:

Sharing a bill via email is only available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans.

For more information please click here.

Answer:

When you share a bill with your client via email, they will receive the bill as a PDF attachment. The Bill will look the exact same as the Bill you download directly from Clio.

Please view screenshots of what the email looks like on this support article.

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