Objective:
- How to show the total amount due in the bill share email via email
- How to hide the total amount due in the bill share email via email
Environment:
- Clio Manage
Additional Information:
- As a workaround, you can download the PDF and send the bill through your regular email.
Procedure:
- Go to Bills
- Navigate to the bill you want to send
- Click Send
- Click Additional settings
- Under Payment settings, uncheck the box “Apply payments to outstanding client balance from oldest bill to newest”