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.