Objective:
- Send Bill Sharing Email to a third party to pay
- Forward Bill Sharing email
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
- If the Bill includes a button to Pay online now, you can forward to another person and they can pay by credit card
- If the Bill includes a button to View bill or View trust request, it will require setting up a Clio Connect account or logging into your existing account; in this case, we do not recommend forwarding the email