Prebills section: How to Invoice all approved 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 that have been sent to the Prebill section.
2. Using the Prebill filters, click on the 'Status' filter, toggle 'Approved'. Click 'Apply' to display only approved Prebills.
Note: By default, all matters will be toggled as selected. To deselect all toggled matters, use the bulk toggle option or deselect individual matters one at a time.
You can easily sort each column by clicking on the blue column headers to group and sort each category.