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How To Send An Invoice to Client via Email

Objective:

  • Share invoice via email
  • Send an invoice to a client via email
  • Email bill to client 
  • Email bill to client from Clio  

Environment:

  • Clio Manage

Procedure:

  1. Locate Bill/Trust Request either in the main Bills tab or within the Matter
  2. Click the dropdown menu beside Edit
  3. Click Send
  4. Type the Contact you wish to share the Bill with
  5. Select Clio Connect
  6. Click Send Bill
  7. Send Email Preview: Click to send an email preview of the bill to yourself.

Once a bill has been sent, the date will populate in the 'Last Sent' column.

 

Sending a Bill via Email

 

Your clients will have a Secure Link to download their bills in PDF format. To learn more about this feature please visit this article.

 

How to Send a Bill in Clio

 

To send a bill with your client, navigate to an invoice or bill state then click on the Send button.

 

Send_bill_second.png

 

This will open your sending options. 

 

Bill_Message_Templates_-_Using_the_Feature.png

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