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Can I Turn Off the 'Include Unbilled Matters With Zero Balance' When Generating a Bill?

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.

 

 

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