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How can I generate expense only pre-bills and how do I customize pre-bills to show only expenses in Practice Pro?

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Written by Keith Bell

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:

  1. Navigate to the Prebills page in Practice Pro.

  2. Open the specific pre-bill you want to customize.

  3. 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:

  1. In the settings, look for toggles or checkboxes that allow you to include or exclude specific items.

  2. Disable all options related to non-expense items, such as billable time.

  3. 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.

How can I generate expense only pre-bills inPractice Pro?

To generate a pre-bill that includes only expenses and excludes all time entries:

  1. Navigate to the Unbilled page.

  2. Click All Filters.

  3. In the Charge Type dropdown, select Expenses.

  4. Click Apply Filters.

    This will display only expense charges for the selected matters and exclude all time entries.

  5. Review the filtered list of expenses.

  6. Click Generate Pre-Bill.

  7. Review and edit the pre-bill as needed, then save it or proceed with finalizing it into an invoice.

Note: You can use additional filters, such as Client, Matter, Matter Manager, or Date Range, to further narrow the results before generating the pre-bill.

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

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