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Can I Send Bills as PDF Attachments in the Automated Bill Reminder Emails?

Question:

  • Is it possible to have the bill as a PDF Attachment instead of a Secure link in the Bill reminder email?
  • Does the "Send bills with an attached PDF" option apply to automated Bill reminders?

Environment:

  • Clio Manage

Additional Information:

  • For instructions on how to send bills with an attached PDF in the initial bill sharing email you send to your clients, please click here.

Answer:

You are not able to send bills as PDF attachments in the Automated Bill Reminder emails, the Bill is sent with a secure PDF link instead of as an attachment.

 

You are however able to send your initial Bill with an attached PDF.

 

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