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Can I Hide the Invoice Number in the Email Sent When Sharing Bills via Clio Connect?

Objective:

  • To determine if you can hide the "bill #1234" in the body of a Invoice shared via Clio Connect as shown:

     Screen_Shot_2018-08-31_at_7.56.54_AM.png

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, you cannot hide the Bill Number in the Email.

A feature request has been submitted for this functionality. If you believe this feature would be beneficial to your workflow, please send an email to support@clio.com to add your vote to the feature request.

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