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.