Collect eCheck and card payments directly through Clio. Find out how.

How Do I View A Record of All Bills I've Sent Via Clio Connect?

Objective:

  • Determine which invoices I've emailed to my clients
  • View history of all Bills sent with Client

Environment:

  • Clio Manage

Additional Information:

  • 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.

Procedure:

  1. Click on the Dashboard tab on the sidebar
  2. Click on the Firm Feed subtab
  3. Click Filter
  4. Optionally select a User
  5. Under Type, select "Client connect permission"

or 

  1. Go to Settings on left side bar
  2. Click on Clio Connect and Sharing
  3. Click on Shared Clio Connect Resources sub-tab
  4. Click on Filter (in the middle right)
  5. Select Bill from the Resource type drop down
  6. Fill all other fields.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality