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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

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

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