How To Add Charge Line Items On A Pre-Bill
On the Pre-Bill edit page, scroll down to the Matter Details section
Under each matter, you will see the matter name and billing cycle
Click "Add Time Entry" button
In the pop up window, enter your charge details
Select Member if needed (defaults to logged in user)
Select Date
Client and Matter selections are automatically populated
Note: If you change the client or matter selection, the charge will not be added to the pre-bill.
Enter your charge description or select a task
Note: You must select a task or enter charge description, one of the two is required.
Enter Hours
Enter Adjusted Hours
Enter Rate
Click "Save"
For each charge type, you will need to enter the required fields and then click "Save".
Once you save the charge, the corresponding charge will be created and automatically added to the pre-bill as a new line item. You may need to refresh the page to see this change.
How To Edit Charge Line Items On A Pre-Bill
On the Pre-Bill edit page, scroll down to the Matter Details section
Under each matter, you will see the matter name and billing cycle
Under the Fees or Expenses table, double click the line item you want to edit
Alternatively, you can select the "..." three dots icon under Actions column
Click "Edit Time Entry" to edit
Click "Clone Time Entry" to clone an existing time entry
In the pop up window, make your changes
Edit Member if needed (defaults to logged in user)
Edit Date
Client and Matter selections are automatically populated
Note: If you change the client or matter selection, the charge will be removed from the pre-bill.
Edit your charge description or select a task
Note: You must select a task or enter charge description, one of the two is required.
Edit Hours
Edit Adjusted Hours
Edit Rate
Click "Save"
Once you save the charge, you should see the charge updates in the table. You may need to refresh the page to see this change.
How To Remove Charge Line Items On A Pre-Bill
On the Pre-Bill edit page, scroll down to the Matter Details section
Under each matter, you will see the matter name and billing cycle
Under the Fees or Expenses table, click the "..." three dots icon under Actions column
Click "Remove From Pre-Bill"
This will remove the charge from the pre-bill but will not delete the charge from ZenCase
Click "Delete Time Entry"
This will delete the charge from ZenCase and will be remove from pre-bill
Click to confirm selection
Once you remove the charge, you should no longer see the charge on the pre-bill. You may need to refresh the page to see this change.
If you have any questions, please feel free to contact us.