Rocket Matter Knowledge Base Billing: Prebill Approval ProcessPrebills section: How to print Prebills from the 'Prebills' section.

Prebills section: How to print Prebills from the 'Prebills' section.

Only users with the appropriate permissions may be able to complete this task. See your firm administrator for access if needed. 

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

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

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

4. 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.

5. Select all applicable matters.

6. Click 'Bulk Actions' and select 'Print'.

7. Review the invoice preview options. When finished, click 'Print Prebill(s)'.

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

9. Once your request is completed, click 'Print Prebills'. You can then click to open the downloaded zip file at the bottom of your screen or find the file within your 'Downloads' folder.