Rocket Matter Knowledge Base Billing: Prebill Approval ProcessPrebills section: The Prebill Activities Screen.

Prebills section: The Prebill Activities Screen.

From the time you generate prebills to the time you invoice, additional activities may have been added to your matters. If you want the new activities to be included in your batch of prebills, or if you need to set something on hold, or change the status of your prebill then follow the steps below.

1. Navigate to the Prebill section.

2. While viewing your 'Prebill Results' click on the desired client/matter name.

3. The Prebill summary will display the Prebill number, client and matter name, current charges, taxes, total due (will include past due balances) and total due covered by trust.

4. To add new activities to your Prebill, click on 'Add Activities to Prebill'.

5. The screen will open a new widget to display the new time added to the matter since the prebill was originally generated. Toggle on the items you wish to include and click 'Add Selected Activities'.

6.  The summary will update to include selected activities.

7. Set the new prebill as pending, on hold or approved.

8. Send activity comments to billing users if desired, or 'preview the invoice' to generate a new downloadable prebill to share with billing user for approval.

NOTE: Selecting 'Delete Prebill' will send all activities back to general billing in a pending invoicing state. It will not delete line-items from the system entirely.

* You can also add a discount to your prebill by clicking on 'Edit Discount' and entering a percentage or dollar amount!

Click 'Save Discount' to save.