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:

1. Create a Text Snippet containing the message
2. When sharing the bill, type the shortcut for the Text Snippet