Overview
Before you can send out a final invoice to a client, confirm with your firm administrator that the firm's billing information is setup properly.
Once you've generated pre-bills, you can view a specific pre-bill and preview the PDF version to make corrections before creating the final invoice.
After you've reviewed and approved your pre-bill, you are now ready to generate the final invoice.
How To Create A Final Invoice
There are multiple ways to generate a final invoice in ZenCase. You can generate invoices in bulk, generate an individual invoice, or generate and send the invoice to the client.
Generate Individual Invoice From Pre-Bill Edit Page
Go to Pre-Billed page from the left navigation bar
Search or filter your table results
Click on the Pre-Bill number from the "Pre-Bill #" column in the table
Review and make any edits to your pre-bill
When you've finished reviewing your pre-bill, you can now generate the final invoice
Click "Generate Invoice" and select:
Generate Invoice
This will only create final invoice PDF
Generate & Send Invoice
This will pop up a new window to confirm generating invoice and then ask you to select or add the email address in which to send the final invoice)
Generate & Print Invoice
This will generate the final invoice PDF and open the new invoice PDF in a new browser tab/window which will be ready to print
Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.
Generate Individual Invoice From Pre-Billed Table
Go to Pre-Billed page from the left navigation bar
Search or filter your table results
Select the "..." three dots icon from Actions column and select an option:
Generate Invoice
This will only create final invoice PDF
Generate & Send Invoice
This will pop up a new window to confirm generating invoice and then ask you to select or add the email address in which to send the final invoice)
Generate & Print Invoice
This will generate the final invoice PDF and open the new invoice PDF in a new browser tab/window which will be ready to print
Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.
Generate Invoices in Bulk
Go to Pre-Billed page from the left navigation bar
Search or filter your table results
Select the pre-bills with the checkbox in the table rows
Click "Bulk Action"
Select an option:
Generate Invoices
This will only create final invoice PDFs
Generate & Send Invoices
This will pop up a new window to confirm generating invoices and then ask you to select or add the email addresses in which to send the final invoices)
Once you've selected an option, your final invoice will be generated and the PDF version will be available from the Invoices page.
If you have any questions, please feel free to contact us.