- Share invoice with a Client through email
- Send Bills to my Clients
- How to share invoices using email
- Clio Manage
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.
- Go the main Bills tab
- Locate the Bill you want to share
- Click Share on the desired Bill
- In the Contact field, start typing the name of the desired Contact and select them from the dropdown that appears
- Select Share via Email
- Add Message (optional)
- Click Share Bill