KCS - Can I Automate Notifications for Overdue Bills?

Objective:

  • Is it possible to automatically send out Bill Payment notifications? 
  • How do I send out automatic emails to clients for their outstanding balances? 

Environment:

  • Clio Web App

Additional Information:

Answer:

This functionality is not currently included in Clio itself but can be accomplished by integrating with InvoiceSherpa

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