Prebills section: How to send Prebills to the 'Prebills' section from a single Matter.
1. Navigate to the Matter.
2. Click the 'Matter Billing' tab from the left-hand navigation panel.
3. Set your Billing Options and click 'Get Answer'.
The 'Get Answer' button will generate results based on the filters you selected.
4. Click 'Generate Prebill' to store the Prebill in the 'Prebills' section.
- 'Preview Invoice' may be selected if you want to download a copy of the Prebill to your machine. However, this will NOT send the Prebill to the 'Prebills' section.
- 'Invoice' may be selected if you want to bypass the Prebill process and directly Invoice your Matter (not a suggested best practice).
- 'Print Results' will print the line item results generated after clicking the 'Get Answer' button.