In Clio Manage, you can send and re-send bills to your clients by email and through Clio’s client portal, Clio for Clients. Once sent, the bill email can be found in the Communications tab.
Send bills
When sending bills to clients, you can send the bill by email as either a secure PDF link or a PDF attachment. The secure attachment link allows your client to view the bill in a secure window and it expires after 90 days. The PDF attachment is a downloadable attachment connected to the bill email. You can also share the bill through the client portal if your contact has an active portal.
In the send bill window, you can customize some components, including changing the contact, adding multiple recipients, and editing the bill message subject line and body either manually or through a bill message template and autofill fields.
- Go to the main Billing tab or the Bills subtab in a contact or matter.
- Select the Unpaid quick filter.
- Click Send. You can also click Send when viewing the bill.
- Optional: If your client has an active client portal, you can click the toggle button to send the bill through the client portal rather than by email. Learn more here.
- Complete any recipient or bill message details. The right side of the screen shows a preview of what the bill will look like for your client. If you check the box for Send bill to all recipients in one email, all bill recipients will appear in the To or Cc sections.
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Under Additional settings select the bill send method.
Tip: Uncheck the box for Apply payments to outstanding client balance from oldest bill to newest if you only want the payment to apply to this bill. If you leave it checked, the bill will show a line stating the amount due on the client’s other bills. - Click Send bill.
- Go to the main Billing tab or the Bills subtab in a contact or matter.
- Select the Unpaid quick filter.
- Check the boxes next to the bills you want to send and then click Send.
- Optional: If your client has an active client portal, you can click the toggle button to send the bill through the client portal rather than by email. Learn more here.
- Complete any recipient or bill message details. If you check the box for Send items to all recipients in one email, all bill recipients will appear in the To or Cc sections for each bill.
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Under Additional settings select the bill send method.
Tip: Uncheck the box for Apply payments to outstanding client balance from oldest bill to newest if you only want the payment to apply to this bill. If you leave it checked, the bill will show a line stating the amount due on the client’s other bills. - On the right side of the screen, click Previous email or Next email to view what each bill share email will look like for the client.
- Click Send.
Create bill message templates and use autofill fields
With bill message templates, you can customize the message that your client sees when they receive their new or outstanding bill. You can create templates for standard bill messages and use autofill fields to complete information that you would normally need to manually enter. Clio offers four default bill message templates that you can edit. You can also create, edit, and delete your own bill message templates.
- Go to Settings > Billing > Bill Message Templates
- Click Edit or click Create a new bill message template.
- Complete the bill message templates.
- Click Add autofill fields to add bill recipient, contact, matter, or billing autofill fields that will auto-populate relevant information when sending the bill.
- Click Save template
Personalise bill share emails
By default, bills shared from within Clio Manage are sent from notifications@clio.com. With Clio’s email personalisation feature, you can change this email alias to your own Microsoft or Google email address. This means that when your clients receive their bills by email, they will see that you sent the bill, rather than Clio. You will also receive an immediate notification if the bill bounces back or is blocked. You can view sent emails in the sent folder of your connected Microsoft or Google email address.
- Go to Settings > Apps.
- Select either Microsoft or Google.
- For Microsoft, click Connect and toggle on Send emails from your own email address. For Google, click Connect with Google.
Resend bills
After sending a bill, you can resend the bill as many times as you need. This functionality is useful for sending overdue or outstanding balance bills, resending bill share emails when your clients may not have received the original emails, and for sending updated bills after you made any modifications.
- Go to the main Billing tab or the Bills subtab in a matter or contact.
- Select the Bills or Outstanding Balances tabs.
- Click Send next to the bill you want to resend.
- Then previously sent to section shows who previously received this bill.
- Complete any recipient or bill message details.
- Select the send method under Additional settings.
- Click Send bill.
