KCS - Why Do Bills Shared Via Email Appear in the Clio Connect Subtab When I've Set Up Clio Payments?

Objective:

  • I didn't share an Invoice via Clio Connect, but it looks like it's been shared

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When a Bill was shared via Clio Payments it includes a link to view the Bill, and pay it online. If you want to sever the link, so that the online payment screen is not accessible via the link, you can click Stop Sharing

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