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Can I Manually Add 'Last Sent' Date to a Bill That Was Not Sent From Clio?

Objective:

  • Can I manually flag/tag a Bill as sent in Clio?
  • How do I mark an Invoice as sent when I print and mail it to my Client?
  • I printed my Bill but the 'Last Sent' date won't update.
  • Add Last Sent date to Bills shared outside of Clio

Environment:

  • Clio Manage

Additional Information:

  • As a workaround, you can create a new Contact and list an email address that you have access to. You would then be able to send the Bill to yourself in order for the 'Last sent' column to update. 

Answer:

No, not at this time. If you would like to submit this as a Feature Request, please call our Support team at 1-888-858-2546 ext 2.

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