- I want to see the Outstanding Balance Notification that my Clients get when I share it with them.
- Clio Manage
- Create yourself as a Contact in Clio
- Navigate to the Bills tab > Outstanding Balance tab at the top
- Click Share and then X out the Clients name from the "Select Contacts" field
- Type your name and select yourself as the Contact
- Click the "Share Client Balance" button
- Review notification in your email