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Can I CC Bill Recipients on a Bill?

Question:

  • Instead of the bill showing as being sent to all, can I choose related contacts to be cc'ed on the bill?

 

Environment:

  • Clio Manage

 

Additional Information:

  • n/a

 

Answer:

Unfortunately, the ability to cc contacts on a bill is not currently available. If you would like to see this feature added to Clio, please contact  with your request and explain how this would benefit your firm.

 

However, when sending a bill, there is the option to add related contacts to have the bill sent to them. To the customer, this looks like the bill has been sent to all of the selected contacts with their emails in the "To" field. 

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