- if I send Bill via Email will it also go to Clio Connect
- does Clio share to both Clio Connect and Email when sharing via Email?
- share to both Clio Connect and Email
- Clio Manage
- Sending Bills via Email sends the client an Email with a secure payment link to download their bill in PDF and a Payment Link if Clio Payments is enabled and mapped accordingly in your Account Settings (Learn more about sharing client bills with Secure PDF Links]
- Sending Bills via Clio Connect will send it to their client portal and will appear in the Bills tab
No, they are treated as completely separate and you would need to Share via Clio Connect in order for your client to have those Invoices show up in the Bills Tab of their Clio Connect portal.