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.
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3. Set the appropriate filters and select 'Get Answer':
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4. Results will populate on the screen. Next, select 'Pre-bill'.
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5. Select your file format and Invoice Template. Click 'Next' to advance.
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6. Confirm this action by selecting 'Run Pre bills'
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Toggling 'No' will allow you to go 'Back'.
7. You'll receive a message that says your Prebills are being processed. Select 'Done'.
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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.
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Your Prebill will be three pages long:
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You can edit your Invoice Template at any time if you would like your Prebills and Invoices to look different or contain different information.