If I Share a Draft Bill With a Client, Will the Client get Notified When I Approve the Bill?

January 15, 2021 20:13

Objective:

If I share a Draft Bill, will the recipient get a notification when I approve that Bill?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Not at this time. However, if you are using Clio Payments, the client will see the option to Pay the bill (with both Clio Connect and the Share via Email option) once it is approved.