Set pending matter as non-billable and log referral
Set pending matter as non-billable and log referral
Your pending matters lack a billable flag and referral info, causing misbilled invoices. This marks the matter non-billable and records a referral so billing is accurate before the next invoice.
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Overview
Pending matters often miss billing flags and referral context, which creates rework and misbilled invoices. This flow marks the matter non-billable and captures a fallback referral so billing staff see accurate records ahead of the next invoice run.