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How to Remove a Client/Matter from Billable Clients?

Objective:

  • Why is a client/matter appearing in Billable Clients?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  • Delete all Unbilled Time Entries from that matter

OR

  • Generate bills for that matter

OR

  • Mark the Matter or all Time Entries as Non-Billable
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