- Share outstanding balance with a Client
- What do I do to share an outstanding balance with a Client?
- Outstanding Balances
- Outstanding Balance page
- Outstanding Balance tab
- Clio Manage
- To share in bulk, you can select multiple, or all, Outstanding Balances and then click Send above the Actions column.
- How do I Send a Preview Email of my Client's Outstanding Balance to Myself?
- Navigate to the Billing tab
- Click Outstanding Balances subtab
- Select the Client(s) with the outstanding balance
- Click Send
- Click Send client balance (after adding a message, if you choose)