Does your firm need to work from home due to COVID-19? Check out these key resources.

Can I share an Invoice with Multiple Contacts?

Objective:

  • To determine if an Invoice can be shared with more than 1 Contact

Environment:

  • Clio Web App
  • Bills

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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality