This article may be out of date!
Visit the New Knowledge Center

How to Download a Bill Sent by Email?

Objective:

  • How do I download a bill sent to a client via email?
  • How Do I download a PDF of my Bill sent by email?
  • How to save an invoice sent by email?

Environment:

  • Clio Manage
  • Gmail, Outlook 

Additional Information:

Answer: 

  1. Open the email with the bill attached to your inbox
  2. Under account summary, you should see a blue hyperlink that says "Download" 
  3. Click that, and it will download the bill onto your computer 

A_bill_from_Law_Office_of_Illys_Testing_-_ilyas.adiris.clio_gmail.com_-_Gmail_2022-01-13_10-47-27.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality