This article may be out of date!
Visit the New Knowledge Center

Does Sending a Bill Via Email Also Send it to an Existing Clio Connect Users Account?

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

  • 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

Answer:

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.

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