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What Will My Client See When I Share A Bill Using The Outstanding Balances Button?

Objective:

  • What will a Client see when I share an Outstanding Balance?
  • Sharing an Outstanding Balance

Environment:

  • Clio Manage

Additional Information:

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 

Answer:

The email your Client receives will look similar to this:

Screen_Shot_2019-06-18_at_11.30.08_AM.png

 

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