Issue:
- My Client/Matter is not showing up under Billable Clients in the Bills tab
- Can't find a Client who has outstanding Expenses and Time to Bill
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
There are a few possible causes for this:
- The Matter is not Billable
- The Matter has no Activities to Bill
- There is no Client associated to the Matter
- The Matter only has Time Entries with a duration of 0.
- The Activities are already on a Draft or Approved Bill
Resolution:
To Add a Client to a Matter:
- Navigate to the Matter page
- Click Edit
- Select the appropriate client from the Client drop down menu
- Select Save Matter