Objective:
- Troubleshoot Billing
- Determine why a Client/Matter is not listed under Billable Clients in the Bills tab
Environment:
- Clio Manage
Additional Information:
For detailed instructions on how to assign a Client to the Matter, click here
For detailed instructions on how to mark the Matter as Billable, click here
Answer(s):
Please ensure that:
- There is a Client assigned to the Matter
- The activities are not already on a bill (i.e. that they are in the 'billed' state)
- The Matter is billable
- The time entries have duration greater than zero
- The Date range on the Billable Clients tab is set correctly