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When I Approve a Bill, Will the Customer be Sent the Bill Automatically?

Question:

  • Can I Approve a Bill, Without Sending it Automatically to the Customer?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact us either through support@clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.
  • When you approve a Bill, it will go into an "Unpaid" status, which means that it is ready for sending. However, it will not send the Bill automatically, unless you manually hit "send". For steps on how to send a Bill, please click here.

 

Answer: 

No, not at this time.

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