Rocket Matter Knowledge Base Billing: Prebill Approval ProcessHow to generate a list of all Time and Expenses billed per Matter on the Premier Tier.

How to generate a list of all Time and Expenses billed per Matter on the Premier Tier.

There may be circumstances for which you need to pull a list of all time and expenses billed for a specific matter. Following these steps will generate a list of everything you have invoiced for, since matter creation.

1. Navigate to the Matter.

2. Click on 'Matter Billing'.

3. Set filters:

a. Date Range: Leave 'From' blank and in the 'To' field, enter todays date.

b. Un-toggle 'Exclude previously invoiced items'.

c. Toggle to include both activity types, 'Time Billed' and 'Costs' if you want to include everything.

4. Click 'Get Answer' to apply your filters.

5. You will see the screen populate with data. Next, click 'Preview Invoice'.

6. Click 'Next'.

7. Click 'Next'.

8. Click 'Run Pre Bills'.

9. Your Prebill will populate on the bottom of your screen and will include every time entry and expense you have billed in this matter since creation.

NOTE: If you are using the Prebill Section, there may be pending activity in that section that has not been billed yet. Once billed, the activities will appear as part of the listed line-items.

To bring activities back to matter billing from the Prebill Section, simply delete the activities from the Prebill Section. Doing this will  include the pending activity that was in the Prebill Section as part of your list, without having to invoice for that time.

Click here to learn how to pull a report of payments/statements per client.