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How do I Share an Outstanding Balance Notice with Myself?

Objective:

  • I want to see the Outstanding Balance Notification that my Clients get when I share it with them.

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Create yourself as a Contact in Clio
  2. Navigate to the Bills tab > Outstanding Balance tab at the top
  3. Click Share and then X out the Clients name from the "Select Contacts" field
  4. Type your name and select yourself as the Contact
  5. Click the "Share Client Balance" button
  6. Review notification in your email

 

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