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Bill Recipients for Multi-Matter Bills

Question:

  • How do Bill Recipients feature work when sharing a multi-Matter bill or sharing a balance with multiple outstanding matters from the outstanding balances tab?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

When sharing a multi-Matter bill or a balance with multiple outstanding bills, only Bill Recipients that match across all Matters will receive the bill. This is to ensure that the bill is not sent to a contact that shouldn’t receive it. However, you have the option to manually add any additional recipients.

 

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