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Error: Unable to Edit Matter; Must Have a Valid Email to Be a Bill Recipient. Enter a valid email for this recipient.

Objective:

  • Error when editing Matter
  • Why am I getting an error when I edit the Bill recipient on a Matter?

Environment:

  • Clio Manage

Additional Information:

  • Marking a contact as a Bill Recipient is intended for those you are emailing the invoice to. If you planning on physically mailing the bill and do not have an email address for the contact, add them as a Related Contact but do not mark them as a Bill Recipient.

Cause:

The Bill Recipient (Contact) you are trying to add, does not have an email address associated to it.

Resolution:

Edit the Contact's email address in order to add a Bill Recipient.

 

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