KCS - When I Share a Bill via Email, What Email Does It Go To?

Objective:

  • Sharing Bills via Email
  • Where does the Client receive the invoice via email 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • If the Client has already created a Clio Connect account, the Bill will be sent to their Clio Connect email address
  • Otherwise, the Bill will be shared to the Primary email address that is listed in the Client's Contact Card
  • If the Client does not have a Primary or Clio Connect email, Clio will share with the first email address on the list in the Client's Contact Card (i.e. the one that was added to the Contact first)
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