Overview
You can now add a billing statement as your pre-bill cover letter when generating invoice PDFs. Billing Statements are similar to statement summaries which will list of all your client or matter's outstanding invoices and payments. When editing a pre-bill, you can now configure pre-bills to prepend a billing statement as your cover letter.
How to Add Billing Statement Cover Letter To Pre-Bill PDF
Go to the Pre-Billed page from left navigation bar.
Search or filter your table results to find a specific pre-bill.
Click on the Pre-Bill number from the "Pre-Bill #" column in the table.
Alternatively, click the "..." three dots icon under Actions column and click "Edit Pre-Bill".
You will be redirected to the pre-bill edit page.
Click the "Settings" button in the top toolbar.
Enable the "Add Billing Statement" option under Billing Statement header. The toggle button will turn blue when enabled and you will see new options appear.
Select your billing statement options for:
Show Credit Available
Split Charge/Credit Columns
Transaction Order: "Ascending" or "Descending"
Statement Type: "Open Invoices" or "Invoices and Payments In Date Range"
When selecting "Invoices and Payments In Date Range" option, you will see a new fields to select the start and end dates.
Close the "Settings" panel.
Click the "Print Preview" button in the top toolbar.
You should now see the Billing Statement at the beginning of the Pre-Bill PDF.
You have now successfully added a Billing Statement to your pre-bill. When you generate the final invoice, your billing statement will display as your invoice cover letter.
If you have any questions, please feel free to contact us.