Objective:
- Create a template for when sending Invoices to clients
- Can I change the Default Message Shown when Sending Bills via E-Mail?
- Currently, the message reads "Your Bill is ready. You can view it in the attachment.", can I change this default?
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
Clio does not currently support the ability to change the default or pre-set email message when sharing bills.
However, this functionality can be closely achieved by using Text Snippets:
- Create a Text Snippet containing the message
- When sharing the bill, type the shortcut for the Text Snippet