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

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

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.

 

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