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Why Don't I have a Billing Tab?

Objective:

  • I don't see a Billing tab on the black menu bar
  • Why can't I access the billing page?
  • Why is the billing page missing from my contacts, matters, and general task bar?
  • Unable to View Bills Tab 

Environment:

  • Clio Manage

Additional Information:

Only Users with Administrator permissions can add these Permissions for the Users. For instructions on how to do do, please click here.

Answer:

If you do not have a Billing tab on the very left hand side, this would indicate that you do not have Billing Permissions. Please speak to a User with Administrator permissions on your account to add these Permissions to your profile. 

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