View Pre-Billed Invoices
You can view all of your pre-billed invoices from the Pre-Billed list page which is available from the left sidebar navigation. Click on the "Pre-Billed" or the invoice icon link.
Once on the Pre-Billed list page, you can perform various actions:
View Pre-Billed Invoices
Delete a pre-bill
Search or filter by:
Client
Matter
Originator
Click the "More Filters" button to filter by more filter options.
How To View A Pre-Bill
Go to the Pre-Billed list page by clicking "Pre-Billed" from left navigation bar.
Search or filter your table results.
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
Under the Billing Information section, you can view:
Invoice Date
Term Days
Due Date
Bill Contact name and contact information
Firm Billing Contact name and contact information
Previous Invoice date and amount if available
From the top toolbar, you can:
Mark Ready for Review.
Approve/Unapprove by clicking down arrow next to "Mark Ready for Review", then click the "Approve" button.
Add Invoice Discount by clicking "Discount" button.
Add Private Note and Customer Memo by clicking "Settings" button.
Show/Hide Client, Matter, and Invoice Summaries line items by clicking "Settings" button.
Save Custom Filters on Pre-Billed List Page
When you filter pre-bills, you have the ability to "save" the filter options you currently have applied to the pre-billed list. This is a very powerful feature to help you organize and quickly access the specific pre-bills you need.
How To Save A Custom Filter:
On the Pre-Billed list page, select a filter dropdown on the page, such as Client, Matter, or Originator. You can also select the "More filters" button for more filtering options.
After you have applied the filters you need, click "Save Filters"
Enter your custom filter name in the pop up panel
Click "Save Filters"
You will now see a new oval, pill shaped button underneath the filters
Click "Clear Filters" to clear all filter options
Click your new custom filter name button and you will see all the filters re-applied automatically!
By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.
If you have any questions, please let us know!