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How to Make a Matter Non-Billable or Billable

Objective:

  • Enable billing on a case
  • Display Matters with wip within Billable Clients
  • Stop a monthly Bill from being generated for a non-billable Matter
  • How to Remove a Matter from Billable Clients
  • How to disable billing for a Matter
  • How to put a Matter on hold

Environment:

  • Clio Manage

Additional Information:

  • A Matter cannot be changed to Non-Billable if that Matter has an outstanding Bill. See here for more details.
  • If you are unable to see the Billing Preferences section on the Edit Matter screen, it will be because your 'Billing Rate Visibility' is set to None. See here for details on how to change that.

Procedure:

  1. Edit the Matter
  2. Under Billing Preferences check or uncheck Matter is Billable
  3. Save Matter
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