Prebills section: How to set a Prebill status to 'Pending', 'On Hold', or 'Approved'.
By assigning a certain status to your Prebills, you can easily filter your Prebills and extract exactly what you need!
For easy access, we offer three distinct options to choose from:
- The 'Pending' status means the Prebills are ready for review or are in the process of being reviewed.
- The 'On Hold' status indicates that the Matter is not ready to be billed or edited.
- The 'Approved' status means that the Prebills have been fully reviewed, edited, and approved for invoicing.
NOTE: Only users with the appropriate permissions are able to complete this task. See your firm administrator for access, if needed.
1. Click 'Billing' from the left-hand navigation panel and select the 'Prebills' option below.
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The Prebill Summary will list all Clients and Matters sent to the Prebill section.
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2. Use the 'Prebill Filters' to filter accordingly, or leave blank to display all.
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3. By default, all Matters will be toggled as selected. To deselect all toggled Matters, use the bulk toggle feature.
NOTE: You can easily sort each column by clicking on the column headers to group and sort each category.
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4. If you deselected the bulk toggle, select each Matter you want to update the status for.
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5. Click 'Bulk Actions' and choose 'Set as Pending', 'Set as Hold', or 'Set as Approved'.
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Below is a list of the options available in the 'Bulk Action' drop-down menu:
- Set as Pending: Indicates that the Prebills are ready for review or are in the process of being reviewed.
- Set as Hold: Indicates that the Matter is not ready to be billed or edited.
- Set as Approved: Indicates that the Prebills have been fully reviewed, edited, and approved for invoicing.
- Download Preview: Downloads the Prebills to your machine.
- Print: Prints all Prebills included in your batch, in bulk.
- Invoice: Allows you to invoice immediately, without review (not suggested as a best practice).
- Delete: Sends all activities in the Prebill back to Matter Billing. Activities will not be deleted, just removed from the 'Prebills' section.
6. Select 'Update Prebills'.
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Observe the updated status listed under the 'Prebill Status' column.
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