KCS - How to Add a Default Share Bill Message

Objective:

Create a template for when sending Invoices to clients

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

Although Clio doesn't support default or pre-set messages when sharing bills, 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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