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How to See Who or When a Bill was Sent to a Client

Objective:

  • Viewing Sent Bills in Clio Manage

Environment:

  • Clio Manage

Additional Information:

If a Bill has been sent more than once, this will only show the last date the bill was sent.

When a Bill is sent, if it was sent from the Bills page, or the Bills subtab of a Matter or Client Clio will also create a Firm Feed entry. 

Answer:

  1. Go to the Billing page
  2. The Last Sent column will display the date the bill was last sent
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