Prebills section: How to process, download, and electronically share your Prebills.
1. Click 'Billing' from the left-hand navigation panel and select the 'Prebills' option below.
You can access a list of all Clients and Matters with current charges in the 'Prebill Results' section.
2. Use the 'Prebill Filters' to filter accordingly, or leave blank to display all.
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.
4. If you deselected the bulk toggle, select each Matter you want to work with.
5. Click 'Bulk Actions' and select 'Download Preview'.
6. Review the Invoice Preview Options. When finished, click 'Preview Invoice(s)'.
7. You'll receive a message that your request is being processed. Click 'Done'.
8. Once your request is complete, click 'Download Invoices'. Then, click to open the zip file at the bottom of your screen, or find the file within your 'Downloads' folder.
9. Use the Communicator to electronically send Prebills for review. Select the 'Communicator' tab on the bottom right-hand side of the screen.
10. Under 'People' select the name of the person you need to send Prebills to.
11. Click on the 'paperclip' icon to choose the file(s) you want to upload.
12. Drag and drop or click to browse files.
Selected files will upload for review.
