KCS - Will My Client See Interest Generating on the Bill I Emailed Them?

Objective:

  • Will a Bill shared via Email live update
  • Will my client be able to see interest as it generates on their Bill

Environment:

  • Clio Web App

Additional Information:

  • If you share a Bill via Clio Connect, it will live update with any changes.

Answer:

  • No. A Bill shared via email is sent as a PDF copy. This will not automatically update. You would have to send them a new copy to see the updates of interest or payments. To reshare a Bill with your client, go through the steps here.
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