Send Bills

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In Clio Manage, you can send and re-send bills to your clients by email and through Clio’s client portal, Clio for Clients. You can also share bills with co-counsel using Clio for Co-Counsel. Once sent, the bill email can be found in the Communications tab.

Tip: Learn about creating, managing, and sending trust requests in this article.

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.

Note: Bills will be sent to the email address listed as the primary email address in the client’s contact card.
Tip: The bill recipients feature allows you to share bills with the right contacts without needing to manually enter each contact every time the bill is shared. You can nominate multiple bill recipients when editing or creating matters to make sharing bills in bulk or individually easier. 
Send a single bill Send multiple bills
  1. Go to the main Billing tab or the Bills subtab in a contact or matter.
  2. Select the Unpaid subtab.
  3. Click Send. You can also click Send when viewing the bill.
  4. 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.
  5. 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.
  6. 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.
  7. Click Send bill.

 

Bill message templates and 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.

  1. Go to Settings > Billing > Bill Message Templates
  2. Click Edit or click Create a new bill message template.
  3. Complete the bill message templates.
  4. Click Add autofill fields to add bill recipient, contact, matter, or billing autofill fields that will auto-populate relevant information when sending the bill.
  5. Click Save template
Tip: You can create a new bill message template when sending a bill. When selecting a bill message template in the send bill window, click New template.

 

Personalize bill share emails

By default, bills shared from within Clio Manage are sent from the default generated email alias notifications@clio.com. With Clio’s email personalization 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. Follow the steps below to enable this feature.

Note: When this feature is turned on, other emails normally sent from notifications@clio.com will be sent from your email address instead. This includes emails for calendar events, task notifications, automated bill reminders, outstanding balance reminders, client portal messages, Clio Payments bill share, user invitations to join the account, and document emails.
  1. Go to Settings > Apps.
  2. Select either Microsoft or Google.
  3. 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.

Tip: Bills shared through the client portal do not need to be resent since the client will be able to see the updated version. You will, however, need to notify your client that the bill has been updated. Use Clio’s text messaging feature to quickly notify your client.
  1. Go to the main Billing tab or the Bills subtab in a matter or contact.
  2. Select the Bills or Outstanding Balances tabs.
  3. Click Send next to the bill you want to resend.
  4. Then previously sent to section shows who previously received this bill.
  5. Complete any recipient or bill message details.
  6. Select the send method under Additional settings.
  7. Click Send bill.

 

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