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:

• Clio Manage

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.
• As a workaround, you can download the PDF and send the bill through your regular email.

Procedure:

1. Go to Settings
2. Go to Clio Connect & Sharing
3. 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.