With Clio's bill re-send feature, you can re-send individual bills and bills in bulk by email or through Clio for Co-Counsel/Clio Connect. This feature is available for both bills and outstanding balances.
How To Re-Send a Bill
To re-send a bill:
- Select Billing in the Clio Manage navigation bar.
- Click Send next to the bill you want to re-send.
- A new billing window will appear.
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- When re-sharing a single bill or multiple bills by email, you can see a preview of what your client will see. The bill email preview will show next to the send bill modal.
- The Previously sent to section tells you which client you previously shared the bill with and if the bill was shared through Clio for Co-Counsel/Clio Connect.
Note: If the original bill was sent through Clio for Co-Counsel/Clio Connect, you can re-send it by email without having to stop sharing it; however, if you want to re-send the bill by Clio for Co-Counsel/Clio Connect, you will need to stop sharing it by clicking Stop share.
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- Click the arrow next to Additional settings to choose how you want to share the bill. Options include:
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- Email with PDF via secure link.
Note: If the bill was previously sent with a secure payment link, the link will be sent again.
- Email with PDF attachment.
- Clio for Co-Counsel/Clio Connect.
- Email with PDF via secure link.
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- Click Send bill.