KCS - Can I Filter Billable Client's by a Matter's Billing Preferences?

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 Web App

Additional Information:

Filtering Bills

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. 

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