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When Generating Bills from the New Bills Page, Why Can't I Notify Other Firm Members?

Issue:

  • There is no option to notify Firm Members that I am generating Bills.  Why?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

Billing Settings need to allow for this.

Resolution:

  1. Click on Settings in Clio Manage
  2. Click on Billing 
  3. Scroll to the Bill Notifications section and check box to "Display notification section during bill generation. This will allow you to notify members of your firm that bills have been generated."
  4. Scroll to the bottom and Save Bill Settings

 

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