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How to Notify other Firm Members when Generating Bills from the Billing Tab

Objective:

  • 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. 

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click on Settings
  2. Click on Billing 
  3. Under the Bill Settings tab, scroll to Bill Notifications
  4. 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."
  5. Scroll to the bottom and Save Bill Settings

 

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