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Mitratech Success Center

Client Missing From Create Invoice Drop Down Field

The most common reason that a client is missing during invoice creation is that the setup for your client is not yet complete. Click the "Clients" tab and click "Select Office" to choose the correct Office from the dropdown menu.  Then view the status of the clients.

  • If the status is "Pending Office Setup", it means the client setup is incomplete. Click on the "Home" page and look for a message that begins with "Please complete setup for ..." with the client's name.
  • If the status is "Waiting for Client Authorization", this indicates that the client is processing your setup and verifying information. When the status is "Active", the setup process is complete and you will be able to submit invoices.
  • If the incorrect office was selected in the field "Bill Invoice to:" at the time of invoice creation.
  • One other possible cause for this issue is that the Timekeepers for the client were not saved during the setup phase, which is occasionally caused by an error. Verify that there are Timekeepers assigned to the Client in Collaborati by completing the following procedure:
  1. Click on "Clients" in the top menu bar.
  2. Click "Select Office" to choose the correct Office from the dropdown menu.
  3. Click on the client's name.
  4. Click the third icon from the top on the left navigation menu (“Timekeepers”). If no Timekeepers are assigned to the client, you will need to assign at least one Timekeeper to the client.