Rocket Matter Knowledge Base Billing: Prebill Approval ProcessPrebills section: How to send Prebills back to general billing.

Prebills section: How to send Prebills back to general billing.

On occasion, there may be a need to remove certain Matters from the 'Prebills' section. Follow the steps below to send Prebill results back to general billing in bulk, or per Matter.

Sending Matters back to general billing in bulk:

1. Select 'Billing' from the left-hand navigation panel, then click 'Prebills'.

2. To send the entire batch back to general billing, click on 'Bulk Actions' and choose 'Delete'.

By default, the Prebill Summary will display and highlight all Matters in the 'Prebills' section.

NOTE: The delete button will NOT delete the actual billing entry. It will only move the items back to general billing and remove them from the 'Prebills' section.

3. Select 'Delete Prebills' to confirm this action.

Sending specific Matters back to general billing:

1. Deselect the Matters you want to keep in the 'Prebills' section using the toggle.

2. Click 'Bulk Actions' and select 'Delete'. Only the toggled Matters will be sent back to general billing.

3. Select 'Delete Prebills' to confirm this action.

NOTE: The delete button will NOT delete the actual billing entry. It will only move the items back to general billing and remove them from the 'Prebills' section.