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

How do I Share a Bill via Email?

Objective:

  • Share invoice with a Client through email
  • Send Bills to my Clients
  • How to share invoices using email

Environment:

  • Clio Manage

Additional Information:

The Contact must have a valid Primary Email Address in Clio for the Bills to be sent successfully. 

The Contact will receive an email with a PDF attachment of the Bill. If you are set up with Clio Payments, they will also have a Pay Bill link option within the email.

Procedure:

  1. Go the main Bills tab
  2. Locate the Bill you want to share
  3. Click Share on the desired Bill
  4. In the Contact field, start typing the name of the desired Contact and select them from the dropdown that appears
  5. Select Share via Email
  6. Add Message (optional)
  7. Click Share Bill
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