Objective:
- Turn off include unbilled matters with zero balance by default
Environment:
- Clio Manage
Additional Information:
- If you do not want the Time and/or Expense Entries that have a $0 balance to appear, then you would need to either:
- Delete those entries
or - Generate them on a Bill on their own
- Ex. Generate a Bill that only includes the $0 entries and that Bill will automatically move to a Paid status since there will be $0 owing
- Delete those entries
Answer:
The checkbox to 'include unbilled Matters with a $0 balance' comes into play when generating multi-Matter Bills.