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:
- How to Share a Bill via Clio Connect
- How To Share a Bill via Email
- How to share a Bill with Multiple Contacts via Bill Recipients
Procedure:
- View the Bill you want to share
- Click Send
- Type in the name of each Contact you want to send the Bill to
- Click on the Contact name you want to add
- Choose Email template
- Edit Subject and Body (Optional)
- Under Send bill by, choose the preferred method of notification
- Click Send bill