Rocket Matter Knowledge Base Billing: Prebill Approval ProcessPrebills section: How to enable Automatic Prebill Billing Cycles.

Prebills section: How to enable Automatic Prebill Billing Cycles.

Automatically run your Prebills by enabling 'Automated Prebill Billing Cycle' on your matters. When enabled, the system will automatically run matter billing on monthly, quarterly or annual cycles. An email notification will be sent to the designated user(s) alerting them of all matters for which a Prebill was generated. These Prebills will stay in the Prebill section until they are manually audited and invoiced. 

Note: The automatic cycles will be based on the matter open date.

1. Navigate to the new matter or 'edit matter' screen.

2. Click on the 'Billing Information' tab to expand the screen.

3. Toggle 'Enable' under 'Automated Prebill Billing Cycle'. Choose the desired Billing Interval from the drop-down menu.

4. Enter the name of the Rocket Matter user(s) you wish to receive the billing notification. After filling the field, click the green '+' sign to add.

5. Click 'Save Matter' to save the configuration.