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Move A Charge To A Pre-Bill
Move A Charge To A Pre-Bill

How To Move A Charge To A Pre-Bill In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

How To Move A Charge To A Pre-Bill

You can add any charge to a pre-bill invoice. You cannot add charges to already billed invoices, only pre-bills.

  • Go to the Time & Expenses page from left navigation bar

  • Click the four arrows icon from the Actions column

  • In the pop up window, select Client

  • Select Matter

  • Select Pre-Bill Invoice Number

  • Click "Save"

You should see the Invoice Number column update with the newest invoice number for your charge in the table.

Go to the Pre-Billed page and search for the pre-bill number. Click on the pre-bill number to view the pre-bill. Confirm your charge was moved to the pre-bill.

If you have any questions, please feel free to contact us.

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