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How to Send a Single Bill to Multiple People

Objective:

  • Send a Bill to multiple contacts
  • Send Bill
  • CC another person on a Bill
  • Send Bill through Email
  • Send Bill through Clio Connect

Environment:

  • Clio Manage

Additional Information:

For further information, please see the following: 

Procedure:

  1. View the Bill you want to share
  2. Click Send
  3. Type in the name of each Contact you want to send the Bill to
  4. Click on the Contact name you want to add
  5. Choose Email template
  6. Edit Subject and Body (Optional)
  7. Under Send bill by, choose the preferred method of notification
  8. Click Send bill

 

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