Objective:
- Sharing a bill with client
- Sharing a bill without a Clio Payment link
- Once I've set up Clio Payments, can I send a Bill to a Client without the option to pay the bill directly with a credit card?
Environment:
- Clio Manage
Additional Information:
A way to share this bill without the Clio Payment link would be to download the bill and share via email to the client directly.
Answer:
No, at this time if you have Clio Payments enabled, the only option is to share the bill with the Clio Payment link attached.