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.

Your results will populate below. Make any necessary edits to line items using 'Edit Activities Inline', or 'Bulk Actions'.

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.

5. Click 'Generate Prebill' to confirm this action.

If you have billing access, the system will save the Prebills to the 'Prebills' section and re-direct you to the Prebill screen. If you do not have billing access, the Prebills will be saved and sent to the 'Prebills' section where the Billing User will process invoices and/or next steps.