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How to Show Total Outstanding Balance on the Bill Share Email

Objective:

  • How to show the total amount due in the bill share email

Environment:

  • Clio Manage

Additional Information:

This option is not possible for Legacy Clio accounts.

Procedure:

  1. Go to Settings
  2. Go to Clio Connect & Sharing
  3. Check the Show the total amount due in email box

 

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