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Error: "Billing Preferences Cannot Be Changed At this Time"

Objective:

  • I am trying to change my Flat Fee Matter to Hourly and receiving the error "billing preferences cannot be changed at this time"
  • Error message comes up when I try to edit a Matters Billing Preferences

Environment:

  • Clio Manage

Additional Information:

For more information on changing the Flat Rate Matter to Hourly, please refer to this article.

Answer:

A Flat Rate Matter's fee type cannot be changed if the Flat Rate has been billed. In order to do so, please remove the Flat Rate time entry that was initially created by Clio from any invoices. Once the entry in Unbilled, you should be able to edit the Matter and switch it to Hourly.  

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