How To View A Fixed Fee Task 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:
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.
Below Billing Information, you will see all the Matter Details and Summary Details.
Matter Details include:
Use Unallocated Funds (aka Matter Credits)
Use Trust Funds
Add toolbar for adding more charges to the matter
Hourly table for all time entries
Fixed Fees table for all fixed fees
Fixed Fee Tasks table for all your fixed fee tasks
From the Actions column for the task, you can click the three dots "..."
Click "View Charges"
A right panel will open to display all the time entries associated with the fixed fee task with the hours, rate and updated bill amount to reflect the amount that was adjusted to fulfill the fixed fee bill amount for each time entry.
Expenses table for all expenses
Total Matter Summary
Summary Details include:
Time Summary for Invoice
Total Invoice Summary
Total Client Summary
Total Trust Replenishment Summary
Let us know if you have any questions!