Will my Client see the Interest Acquired on the Bill After I Emailed Them?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

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

Answer:

  • No. A Bill sent 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 resend a Bill with your client, go through the steps here.
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