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

Answer:

The checkbox to 'include unbilled Matters with a $0 balance' comes into play when generating multi-Matter Bills.