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:
- Go to the Billing page
- The Last Sent column will display the date the bill was last sent
Or
- Go to the Billing page
- Select the Bill you require this information for
- 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.