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Why Can't I Share a Bill With a Message if I Don't Have Matter Permissions?

Issue:

  • "Something Went Wrong" error when attempting to share an invoice with a personalized message
  • Unable to include messages when sharing bills for certain Matters

Environment:

  • Clio Manage

Additional Information:

  • For information on how to change a Matter's permissions, click here

Cause:

When sharing a bill with a message, Clio attempts to create a Communication log in the Matter. As you cannot create a new entry in a Matter you don't have permissions to access, Clio displays a "Something Went Wrong" error and prevents the share. 

Resolution:

Either share the bill without a message, or speak with other users at your firm to determine who has access to the Matter & have them change the Matter Permissions to include a group you are part of (or select "Everyone"). 

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