Can I Show the Total Amount Due for All my Client's Bills when Sharing a Bill?

March 11, 2019 21:29

Objective:

Display the total amount owing for a client
Ensure that my client knows about his past due balance

Environment:

Clio Web App

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.