- Share invoice via email
- send an invoice to a client via email
- email bill to client
- email bill to client from clio
- Clio Manage
- Locate Bill/Trust Request either in the main Bills tab or within the Matter
- Click the dropdown menu beside Edit
- Click Send
- Type the Contact you wish to share the Bill with
- Select Clio Connect
- Click Send Bill
- 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
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.
This will open your sending options.