- 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?
- Clio Manage
For more information on Outstanding Balances, click here.
- Go to Billing
- Click on the Outstanding Balances tab
- Click the "Send" button under the action column of the outstanding balance you would like to send.
- Click on the blue button that says "Send email preview to myself (email@example.com)"