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I Can't Remove a User From My Matter's Billing Preferences

Issue:

  • Cannot delete a User's custom rate from a Matter
  • Trying to remove a User from a Matter's Billing Preferences, getting a "success" message but they won't disappear
  • Custom Rates are being duplicated on my Matter and I can't remove them
  • Cannot delete Duplicate Custom Matter Rates

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

  • User is listed in the Billing Preferences twice

Resolution:

  1. Assign one of the Custom Rates to another User
  2. Save the Matter
  3. Edit the Matter again and remove the 2 Users or the edited User, if the result of a duplication

 

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