Overview
When your firm administrator has enabled Interest for your client invoices and the charge interest has been configured either at the firm, client, matter level, or pre-bill level, then ZenCase will automatically create a new unbilled "expense" charge for the matter for any billed invoice that is "overdue".
Once this unbilled interest charge has been created, you will need to generate a pre-bill and confirm the interest charge, then generate the final invoice to include interest.
View And Generate Pre-Bill For Unbilled Invoice Interest
On the Unbilled list page, you can view all unbilled interest charges in order to generate pre-bills for those overdue invoices.
On the Unbilled list page, click on the "By Matter" tab
Click on "All Filters" button.
You will see a new pop up panel on the right side of the page.
Scroll through the filters and find "Interest" dropdown.
Select "All" to view all unbilled time and expenses including interest charges.
Select "Only Interest" to view only unbilled interest charges
Select "Exclude Interest" to view all unbilled time and expenses excluding interest charges.
Select "Only Interest" to view all of your overdue invoice interest charges.
In the top right panel, click "Apply Filters".
Click the "X" icon to close the right panel pop up.
Now you can select any of the unbilled charges with the checkbox.
In the top left above the table, select the "Invoice Date". The default date is today.
Click "Generate Pre-Bills" button.
You will automatically be redirected to the Pre-Billed tab.
You may need to refresh the page to view your newly generated pre-bills.
Congratulations! You have created a new invoice with the interest charge for the overdue invoice(s).
Next, you may want to read how to Apply Charge Interest To A Pre-Bill.
If you have any questions, please let us know!