- Send a notification to other firm members once bills have been generated.
- How to know when bills have been generated by someone else on my team.
- Clio Manage
- Click on Settings
- Click on Billing
- Under the Bill Settings tab, scroll to Bill Notifications
- Check the box that says "Display notification section during bill generation. This will allow you to notify members of your firm that bills have been generated."
- Scroll to the bottom and Save Bill Settings