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How to Add a Default Message When Sending a Bill?

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
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