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How to Resend a Bill After Applying a Partial Payment

Objective:

  • My client paid part of their bill. How can I send them another bill showing what they still owe?

Environment:

  • Clio Manage

Additional Information:

You are effectively un-sharing the bill with the contact and sending it to them again.

Alternatively, send them a Statement of Account.

Answer:

  1. Click Send on the Bill in question
  2. Click Stop sharing at the top of the send Item window
  3. Find the Contact in the Select contacts box
  4. Click Send bill
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