KCS - Can I Share a Bill without a Payment Link?

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 Web App

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. 

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