Rocket Matter Knowledge Base Billing: Prebill Approval ProcessPrebills section: How to process, download, and electronically share your Prebills.

Prebills section: How to process, download, and electronically share your Prebills.

1. Click 'Billing' in the left-hand navigational panel and select the 'Prebills' option below.

Now viewing the Prebill summary, you'll see all clients and matters with current charges.

2. Using the Prebill filters, filter accordingly or leave blank to display all.

By default, all matters will be toggled as selected.  To deselect all toggled matters, use the bulk toggle option.

Note: You can easily sort each column by clicking on the blue column headers to group and sort each category.

3. Select all applicable matters.

4. Click 'Bulk Actions' and select 'Download Preview'.

5. Review the invoice preview options. When finished, click 'Preview Invoice(s).

6. You'll see confirmation that your request is being processed. Click 'Done'.

7. Once your request is completed, click 'Download Invoices'. You can then click to open the zip file at the bottom of your screen or find the file within your 'Downloads' folder.

8. Use the communicator to electronically send Prebills for review. Click on the communicator tab on the bottom right-hand side of the screen.

9. Under 'People' click on the name of the person you need to send Prebills to.

10. Click on the paperclip icon to choose the file(s) you want to upload.
11. Drag and drop or click to browse files:
Selected files will upload for review: