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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:

  • Clio Manage

Additional Information:

  • This option is only possible through Clio Connect, and is currently not possible 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.

 

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