Overview
You can quickly and easily create a pre-bill for a client or matter in ZenCase. You have two options for creating pre-bills: Client based billing or Matter based billing.
With Client based billing, you can select a client and bill your unbilled charges from multiple matters on a single invoice.
With Matter based billing, you can select a matter and bill your unbilled charges from your specific matter on a single invoice.
How To Create A Pre-Bill
Before you start creating pre-bills, verify with your firm administrator that your firm's billing information is setup properly. Once this is configured, then you can start generating pre-bills.
Go to Unbilled page from the left navigation bar.
Select the Matter tab for matter based billing.
Select the Client tab for client based billing.
Apply filters by clicking "All Filters" to find your pre-bill.
You can filter by various criteria: Client, Matter, Originator, Manager, Division, Matter Type, etc to filter down table results.
Once you've determined the pre-bills you would like generated, select the rows from the table.
Select a date in the "Invoice Date" field to set the date to generate pre-bills.
Click "Generate Pre-Bills".
You have successfully created pre-bills and you can now review and approve your pre-bills.
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If you have any questions, please feel free to contact us.