Customizing Pre-Bills to Show Only Expenses in Practice Pro
Pre-bills in Practice Pro can be tailored to include or exclude specific items, such as limiting them to reflect only expenses. This guide explains how to modify pre-bill settings and configure them to display only expenses by excluding other items like billable time.
Accessing the Pre-Bill Settings
To begin customizing a pre-bill's content, follow these steps to locate the settings:
Navigate to the Pre-Bills page in Practice Pro.
Select the specific pre-bill you wish to modify by clicking on it.
Locate and click on the Settings option in the top-right corner of the pre-bill interface to open the customization menu.
Configuring the Pre-Bill for Expenses Only
Once the settings menu is open, you can configure the pre-bill to display only expense-related items by following these steps:
In the settings, look for toggles or checkboxes that allow you to include or exclude specific items.
Disable all options related to non-expense items, such as billable time.
Ensure only the toggles for expenses are enabled.
This process will generate a pre-bill that reflects expenses alone, omitting any billable time or other information you choose to exclude.
By following these steps, you can efficiently manage and tailor pre-bills to meet client-specific or internal requirements. For additional assistance, reach out to Practice Pro support or consult the comprehensive user guide.
Related Topics
Managing Pre-Bills and Invoices
Understanding Billable Time Settings
Customizing Invoices in Practice Pro