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.
![](https://media.screensteps.com/image_assets/assets/003/683/269/original/7e34fe44-2087-4e9e-9403-8851efd6958e.png)
The Prebill Summary will list all Clients and Matters sent to the Prebill section.
![](https://media.screensteps.com/image_assets/assets/003/683/271/original/9403ce1e-9a20-4122-8cb1-26be7ca57897.png)
2. Use the 'Prebill Filters' to filter accordingly, or leave blank to display all.
![](https://media.screensteps.com/image_assets/assets/003/683/273/original/fd914c5e-9926-42e2-9ea3-1417c1811e19.png)
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.
![](https://media.screensteps.com/image_assets/assets/003/780/202/original/9a701714-e275-4a34-b7ed-a78609cb43b9.png)
4. If you deselected the bulk toggle, select each Matter you want to update the status for.
![](https://media.screensteps.com/image_assets/assets/004/941/413/original/08653dd5-215d-4743-98e6-bc00509ac31c.png)
5. Click 'Bulk Actions' and choose 'Set as Pending', 'Set as Hold', or 'Set as Approved'.
![](https://media.screensteps.com/image_assets/assets/003/683/282/original/10402a8e-2833-4bb9-9c55-04e8e68c6905.png)
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'.
![](https://media.screensteps.com/image_assets/assets/003/780/201/original/5dd69a5a-2608-4ac4-921e-7b7bfff0bde6.png)
Observe the updated status listed under the 'Prebill Status' column.
![](https://media.screensteps.com/image_assets/assets/003/683/286/original/7deb7424-60a3-4368-9aab-1be1c97ade34.png)