Can Clio Send Automated Bill Reminders?

Objective:

  • Automatic Re-Share of Bills
  • Reminding Clients of Outstanding Invoices
  • Outstanding balance reminders

Environment:

  • Clio Manage

Additional Information:

Clio integrates with a program called InvoiceSherpa that specializes in Invoice Reminders. For more information about this integration click here

Answer:

No. Clio is unable to set automated Bill Reminders to Client. The Bill would have to be manually re-shared. For information on how to re-share a Bill click here.

The Outstanding Balances page gives the ability to share past due payment reminders to your Clients. For more information click here

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