Overview
Before you can apply matter level credits to a pre-bill, you will need to have matter level credit available. You can review the following articles to assign matter level credit:
Assign Matter Level Credits
Perform Matter Level Credit Transfers
Once you have matter level credit available, you can apply the credit to a pre-bill.
Apply Matter Level Credit To Pre-Bills
You can apply matter level credit, also known as "unallocated funds", to a pre-bill only if the payment credit is assigned to the matter on the pre-bill. Matter level payment credit can be applied to a pre-bill, however client level payment credit must be assigned to a matter before the credit can be applied to a pre-bill.
Go to the Pre-Billed list page
On the pre-billed list, click on a pre-bill number to view a specific pre-bill
Alternatively, you can click the "..." under the Actions column and select "Edit Pre-Bill"
Viewing a specific pre-bill, under the matter header you will see "Use Unallocated Funds" dropdown.
When the "Use Unallocated Funds" dropdown has credit/funds available, the dropdown will be enabled. If there are no credit/funds available for the matter, then the dropdown will be disabled.
Select "Yes" from the "Use Unallocated Funds" dropdown
Note: When choosing "Yes", this setting will be saved for the matter and all future pre-bills for the matter will automatically apply unallocated funds to the pre-bill.
You will see "Credit Available" and "Credit Applied" amounts display underneath the dropdown.
Next to the "Credit Available" amount, when you hover over the amount with your mouse, you will see a pencil "Edit" icon.
If you click the "Edit" icon next to "Credit Available", then you can adjust the amount of payment credit to apply to the pre-bill.
You have now successfully applied credit/unallocated funds to a pre-bill. At the bottom of the pre-bill page, you will see a "Credit Available" and "Credit Applied" line items in the Matter Summary, Invoice Summary, and Client Summary.
Let us know if you have any questions!