Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
How to Show or Hide Total Outstanding Balance on the Email when Bills are Shared
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:
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”
