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Why Do Clients not see Other Invoices Owed as Part of an Email They Receive When a Bill is Sent?

Question:

  • Why Do Clients not see Other Invoices Owed as Part of an Email They Receive When a Bill is Sent?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

When sending a bill the option "Accept payment up to the total of all invoices" is automatically selected. This option will include in the email template any other outstanding balances they may have from other invoices. If a paid bill is sent, this option is not available as there are no payments that can be accepted for it. 

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