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How Do I Send a Preview Email of My Client's Outstanding Balance to Myself?

Objective:

  • Can I see what the Outstanding Balance email looks like before sending it to the client?
  • Where can I preview the outstanding balance email?
  • What can I do to preview the outstanding balance email?

Environment:

  • Clio Manage

Additional Information:

For more information on Outstanding Balances, click here.

Procedure:

  1. Go to Billing
  2. Click on the Outstanding Balances tab
  3. Click the "Send" button under the action column of the outstanding balance you would like to send.
  4. Click on the blue button that says "Send email preview to myself (email@email.com)"Screen_Shot_2020-06-30_at_1.20.14_PM.png

 

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