What is the difference between a Pre-Bill and an Invoice?
A Pre-Bill is like a print-preview of an Invoice; it is a preview of what the invoice document would look like if it were run as an Invoice.
When an Invoice is created:
- When an Invoice is created, all specified billable activity is moved from 'pending invoicing' status, and stamped as 'invoiced'.
- A debit is created in the Matter Ledger and in the Client Trust Ledger (where applicable)
- An invoice is created with a unique invoice number assigned to it
- A copy of the Invoice is automatically stored in the respective Matter Documents section
When a Pre-Bill is created:
- A document is automatically generated and downloaded to your computer's Downloads folder
- The pre-bill document is marked as a pre-bill, with all specified billable activity represented in invoice-format
- No debit is created in the Matter Ledger, nor in the Client Trust Ledger (where applicable)
- There is NO copy of the pre-bill stored in Matter Documents, or on Rocket Matter for reference
- You can open and review the downloaded pre-bill, and then save it to a discrete location on your computer, or upload it to your Matter Documents section separately if you wish
- Pre-bills can be run multiple times, without creating a debit in Rocket Matter.
Reasons to run a Pre-bill:
1. Law firms often run Pre-bills before invoices to review billable activity thoroughly before an invoice is run.
2. Pre-bills are often run when a Client or a Court requires a full history of billable activity generated on a Matter. To create a document with the complete billable activity history, leave the "Date Range" field blank and uncheck "exclude all previously invoiced activity", If you run this Pre-bill in Excel format, you will create an excel spreadsheet which simply lists all of your billable activity, and is not in invoice-format.
3. You can check for changes made to an Invoice Template or a client's record by running a pre-bill
Both Invoices and Pre-bills can be generated in batches by using Batch Billing.
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