How to generate pre-bills
Navigate to the Un-billed page on the left sidebar to review all un-billed time and expenses by Matter or by Client, generating pre-bills by default.
The grid on the 'By Matter' tab lists each Client and Matter.
The 'By Client' tab displays the same set of columns and details, but organized at the client level rather than the Matter level.
To change what columns are present in the grid, select Settings and choose which columns you want to display.
Within the Actions column you have the option to generate a single pre-bill or view the individual un-billed charges present for that client.
With Client Based Billing, you can select a client and bill your un-billed charges.
With Matter Based Billing, you can select a matter and bill your un-billed charges for a specific matter on a single invoice.
Then use the available filters to narrow down which pre-bills you want to generate multiple matters on a single invoice.
See an option to include all un-billed expenses when enabled.
This will include all expenses regardless of their date.
After applying filters, you can save the filter for future use.
Most firms save filters by client originator or matter originator.
Select save filters.
Name your filter. Click save filters.
The saved filter will appear as a button underneath the filter section in the future.
Click it and all your chosen filters will instantly reapply.
You can now generate all pre bills in the grid at once by clicking Generate Pre Bills and then Generate All.
Alternatively, you can select individual matters, click Generate Pre-Bills and choose Generate Selected.
You'll be prompted to confirm the invoice date, which can be updated now or in bulk later.
When sending invoices, click Generate Pre-Bill.
Once pre-bills are generated, they move to the pre-bill page where you can review and edit each pre-bill, approve it, convert it into an invoice and send it to the client.Within the pre-bill editing stage, you can handle unbillable expenses by marking charges as written off. You can also decide whether to display these written-off items on the final bill for transparency or hide them while still reflecting the write-off in the matter history. Once the pre-bill is updated, generate the final invoice, which will reflect the write-offs as per your customization choices. Writing off expenses directly on the pre-bill is a flexible option that allows for customization, but ensure all changes are saved and reviewed before finalizing the invoice to avoid discrepancies.
