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Can I Share an Invoice/ Bill with Multiple Contacts?

Objective:

  • The ability to share an invoice with more than one contact
  • Sharing a Bill with more than one person

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Yes, within Clio, you can share an invoice with as many contacts as you wish to.
  • To share with an additional contact, after you have clicked the Share button, type their name behind the initial Clients email and it will populate in the drop-down menu.
  • You can then select the additional contact(s) to share the invoice with.
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