How do I Ensure that I am Sharing the most Recent Version of a Bill and not a Previous Version?

December 10, 2020 15:58

Objective:

Share a Bill from before Edits or changes were made to the Bill
Past copy of Invoice

Environment:

Clio Manage

Additional Information:

Procedure:

Bills are live-updated with any edits, changes or updates made to that Bill. Therefore, it is impossible to Share a past version of that Bill with your Client. Whenever you Share a Bill, it will send the most recent, up-to-date version.