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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:

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

Procedure:

  1. Go to Bills
  2. Navigate to the bill you want to send
  3. Click Send
  4. Click Additional settings
  5. Under Payment settings, uncheck the box “Apply payments to outstanding client balance from oldest bill to newest”

 

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