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 Prebills page in Practice Pro.
Open the specific pre-bill you want to customize.
Click on Settings located in the top-right corner of the screen 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.4. Save your changes to generate a pre-bill that lists only expenses and excludes billable time.
This process ensures that the pre-bill reflects expenses alone, omitting any billable time or other information you choose to exclude, once the changes are saved.
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