How to run a Prebill at the Matter level.
A Prebill is a preview of what your client will see when invoiced. You can provide your billing users with a Prebill in order for them to audit time entries and/or expenses for their Matters. Billers may choose to run a Prebill to view the layout of their Invoices and tweak their Invoice Templates, if necessary. Many firms choose to run Prebills prior to invoicing as a best practice. You do not have to run a Prebill prior to invoicing, it is simply an option.
1. Navigate to the Matter.
2. Select 'Matter Billing' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/004/944/736/original/7b3e84d2-1481-4e5e-af10-148a56472a00.png)
3. Set the appropriate filters and select 'Get Answer':
![](https://media.screensteps.com/image_assets/assets/004/958/441/original/1c395e84-bd33-4b60-8b68-311574cb6c7d.png)
4. Results will populate on the screen. Next, select 'Pre-bill'.
![](https://media.screensteps.com/image_assets/assets/004/950/812/original/16e43e77-a36e-42e0-b028-b727f91c082d.png)
5. Select your file format and Invoice Template. Click 'Next' to advance.
![](https://media.screensteps.com/image_assets/assets/004/958/443/original/3bb16905-b75d-40eb-ad1b-8c62fbb1d1c0.png)
6. Confirm this action by selecting 'Run Pre bills'
![](https://media.screensteps.com/image_assets/assets/004/958/445/original/cb01851c-6785-42f4-aa1f-4b7b90148469.png)
Toggling 'No' will allow you to go 'Back'.
7. You'll receive a message that says your Prebills are being processed. Select 'Done'.
![](https://media.screensteps.com/image_assets/assets/004/958/447/original/32afd98d-f703-4633-84bb-a2d552666747.png)
8. Your Prebill will populate at the bottom of your screen. Click to open the downloaded file, or find the file within your 'Downloads' folder.
![](https://media.screensteps.com/image_assets/assets/004/950/822/original/5d67311a-5f4a-43a1-838b-e574603f3d5a.png)
Your Prebill will be three pages long:
![](https://media.screensteps.com/image_assets/assets/003/918/244/original/ae3154c1-3b98-49c4-8384-9f786de06e87.png)
![](https://media.screensteps.com/image_assets/assets/003/918/246/original/f0060459-4de4-4703-9180-b2de7e1e6ded.png)
![](https://media.screensteps.com/image_assets/assets/003/918/248/original/899a5cda-c88f-44cc-babf-296b65748627.png)
You can edit your Invoice Template at any time if you would like your Prebills and Invoices to look different or contain different information.