Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Add a Default Message When Sending a Bill?


  • 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?


  • Clio Manage

Additional Information:



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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality