- What will a Client see when I share an Outstanding Balance?
- Sharing an Outstanding Balance
- Clio Manage
The client will be able to view each invoice that is included in their outstanding balance. If the firm is connected to Clio Payments, there will be a button for the client to pay off the balance.
To learn how to share an outstanding balance with a client follow this link to the relevant article
The email your Client receives will look similar to this: