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Why Does a Bill Email Notification Not Show the Details of the Bill?

Objective:

  • Why can't the client see their bill(s) in emails?
  • How I do show bills within an email to clients?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • This is due to security reasons. The client can find the bill's information within the PDF attached to the email notification. 
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