- 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?
- Clio Manage
- 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.
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.