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Can I Share an Invoice/ Bill with Multiple Contacts?

Objective:

  • To determine if an Invoice can be shared with more than one Contact
  • Sharing a Bill with more than one person

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Yes, in New Clio an Invoice can be shared with as many Contacts as you like. To add an additional contact, after you have clicked the share button, type their name behind the Clients email and it will populate in the drop down menu, to be selected. 
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