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How to See When a Bill was Sent to a Client

Objective:

  • Viewing Sent Bills in Clio Manage
  • How to tell if the invoice was sent to the client?

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.

Answer:

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

Or 

  1. Go to the Billing page
  2. Select the Bill you require this information for
  3. Look through the Bill Timeline to confirm when the bill was last sent. 

Note: If the Bill was sent outside of Clio, the Last Sent date will not change.

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