- Determine which invoices I've emailed to my clients
- View history of all Bills sent with Client
- Clio Manage
- If you do not see the "Client connect permission" option under Filter, try sending a Bill to a client (or to a contact with your email address), refreshing the page and repeating the procedure, below.
- The Firm Feed will show all instances where a Bill was shared, a timestamp of when it was sent, as well as the user in your account who sent it.
- Click on the Dashboard tab on the sidebar
- Click on the Firm Feed subtab
- Click Filter
- Optionally select a User
- Under Type, select "Client connect permission"
- Go to Settings on left side bar
- Click on Clio Connect and Sharing
- Click on Shared Clio Connect Resources sub-tab
- Click on Filter (in the middle right)
- Select Bill from the Resource type drop down
- Fill all other fields.