KCS - How To Share a Bill via Email

Objective:

  • Share invoice with a client through email

Environment:

  • Clio Web App

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
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