Objective:
- When I'm generating a Bill from Billable Clients am I able to filter Clients by their Billing Preferences?
- Can I filter Hourly, Flat Rate, or Contingency Matters when Generating Bills?
Environment:
- Clio Manage
Additional Information:
Answer:
No, you're not able to filter for a Matter's Billing Preferences. You are able to filter for Matter Custom Fields, so it's possible to include the Matters Billing Preference as a Custom Field, then filter for those when generating Bills.