Billing Q&A: Clients using Matter Addresses

May 2021    Tags: , ,

How can I see which clients have their address set to Matter?

Matter mode clients can be identified by generating a Client List with the Matter Address Clients Only check box selected.

To run a Client List for clients set to Matter

  1. From the Reports menu, point to Client and select Client List.
  2. On the Options tab:
    1. In the Type section, select Detail.
    2. In the Include section:
      1. Select the Clients with Matter Address check box.
      2. Select the Matter Address Clients Only check box.
  3. Click OK.
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