- How do I send all of my Client's Invoices in one email?
- Can I send one email with links to all of my Client's Outstanding Bills?
- How do I send multiple Bills for one Client in an email?
- Can I send a Contact all of their Outstanding Bills for all of their Matters in one email?
- Clio Manage
To send one email with links to multiple Bills for one Client (Bills can be from one Matter or multiple Matters), follow these steps:
- Navigate to the main Billing tab on the left side of Clio
- Click the Outstanding Balances subtab along the top of the Billing page
- Click Send beside the Client's name (the Client's name will only be shown one time, even if they have multiple outstanding Bills, over one or multiple Matters)
- Fill in Contacts and Add a message if you'd like
- Tick the Selected contacts will receive all future bills for associated matters. box if you would like Clio to remember the selected Contacts when sending future Bills
- Click Send email preview to myself before sending to the Client, to receive a preview of the email your Client will receive
- Click Send bill when ready to send the Bill to the Client