Objective:
- Display the total amount owing for a client
- Ensure that my client knows about his past due balance
Environment:
- Clio Manage
Additional Information:
To turn off this option, go to Settings -> Clio Connect & Sharing -> Customization and de-select "Show the total amount due in email". Access to this Setting requires Administrator permissions.
Answer:
Yes. By default, the total amount due across all the clients bills is displayed when sharing a bill.