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KCS - Can I Share Invoices by Email and by Clio Connect at the Same Time?

Objective:

  • Share Invoices by Email as well as Clio Connect
  • Share Bill both by Clio Connect and by Email

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, you cannot share a Bill by both Email and Clio Connect at the same time with the same Client.
Share the Bill via Clio Connect, and then download the Bill as a PDF, and manually send it to the Client via email.

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