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When a Bill is Paid, is it Automatically Sent to the Client?

Objective:

  • Are Bills automatically shared with the Client?
  • Does the Client receive a copy of the Bill when it's Paid?

Environment:

  • Clio Manage

Additional Information:

  • For steps on how to send a Bill, click here.

Answer:

  • No. Clio will not automatically send Bills on your behalf. 
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