How to Show or Hide Total Outstanding Balance on the Bill Share Email via Clio Connect
Objective:
- How to show the total amount due in the bill share email via Clio Connect
- How to hide the total amount due in the bill share email via Clio Connect
Environment:
Additional Information:
- This option is only possible through Clio Connect, and is currently not possible for Legacy Clio accounts, or when sharing a Bill Via Email.
Procedure:
- Go to Settings
- Go to Clio Connect & Sharing
- Check the Show the total amount due in email box to show the total amount due OR uncheck to Hide the total amount due in email.
