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.