2017

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KCS - How to remove a Matter from Billable Clients

Objective:

  • Stop a monthly Bill from being generated for a non-billable Matter

Environment:

  • Clio Web App
  • Matters
  • Bills > Billable Clients

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter
  2. Select the blue Edit button
  3. Under Matter Billing uncheck the box This Matter is billable
  4. Select green Update Matter button
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