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How to Send a Preview Email of Client's Bill to Myself?

Objective:

  • Can I Send a Preview Email of Client's Bill to Myself?
  • How Can I Send a Preview of the Client's Bill to Myself?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click the Billing tab on the left
  2. Find the approved Bill that you would like to send yourself a preview
  3. Click Send under the Actions column 
  4. Click Send email preview to myself (email@email.com)

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