Apply Charge Interest To A Pre-Bill

How To Apply Charge Interest To A Pre-Bill In ZenCase

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


When Charge Interest is enabled for your firm, then ZenCase allows you to configure an individual pre-bill with charge interest. Interest can be configured to be compounding (optional), set the annual percentage rate, interest interval days, and grace period.

Note: You can override the default matter charge interest configurations by enabling the "Charge Interest" option from the pre-bill "Settings" panel when viewing a specific pre-bill.

How To Setup Charge Interest For A Pre-Bill

Firm administrators must enable interest for the firm before you can configure pre-bill level charge interest settings.

  • In the left navigation, click "Pre-Billed".

  • On the Pre-Billed list page, click on the pre-bill number to view a specific pre-bill.

    • Alternatively, you can click under Action column, the "..." three dots, then click "Edit Pre-Bill".

  • You will be redirected to the Pre-Bill details page for a specific pre-bill.

  • Click on the "Settings" tab in the dark blue bar header.

  • Under "Interest", you will see a toggle button for "Charge Interest".

    • If there are firm, client, or matter settings available, they will already be applied to the pre-bill by default.

  • Click the toggle button to enabled the "Charge Interest" option.

    • Note: The toggle button will be blue when enabled.

  • You will see new configuration options for charge interest for the pre-bill.

  • Check the "Compounding?" option to enable compounding interest.

  • Enter Annual Percentage Rate (%)

  • Enter Interest Interval (Days)

  • Enter Grace Period (Days)

  • Under the PDF Summary Settings

    • Under Show Client Summary, you can check to show the "Interest" line item on invoices.

    • Under Show Matter Summary, you can check to show the "Interest" line item on invoices.

    • Under Show Invoice Summary, you can check to show the "Interest" line item on invoices.

    • If your pre-bill has an interest charge line item existing, then you can check "Show Interest Line Items" to display the actual line item for the interest.

Congratulations! You have successfully setup charge interest for your matter invoices.

Let us know if you have any questions!

Did this answer your question?