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Can I View Both the Message Sent on an Invoice as Well as the Invoice in One Place in Clio?

Question:

  • I sent a message along with the invoice. Can I see them both together in Clio?

Environment:

  • Clio Manage 

Additional Information:

  • n/a

Answer:

No, you will not be able to see both of these together. However, they can be viewed separately as detailed below:

1) In order to view the message associated with the invoice:

  • Click on the Communications tab
  • Choose the Email sub-tab 
  • Here you can filter by Matter, Contact, Time Entries, and User by clicking the Filter drop-down

2) In order to view the sent invoice: 

  • Click on the Billing tab
  • If the bill has no payment recorded on it, it will be found in the Unpaid sub-tab
  • If the bill has a payment recorded on it, it will be found in the Paid sub-tab
  • Here you can filter by Matter, Contact, Responsible Attorney, Originating Attorney, Due Date, Last Sent, Type, and Custom Fields by clicking the Filter drop-down.

 

 

 

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