Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How Do I View a Bill That I Have Shared With My Client?

Objective:

  • Where do I find a Bill I have sent my Client?
  • Can I see the invoice I have emailed my Client?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Navigate to the Billing tab on the left of Clio
  2. Click on the Outstanding Balances subtab along the top
  3. Click Send beside the Bill you would like to see
  4. Click Send email preview to myself to have a copy of that Bill emailed to you
  5. Click Close on that window to not resend the Bill to your Client
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality