View Unbilled Invoice Interest

How To View View Unbilled Invoice Interest In ZenCase

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


When your firm administrator has enabled Interest for your client invoices and the charge interest has been configured either at the firm, client, matter level, or pre-bill level, then ZenCase will automatically create a new unbilled "expense" charge for the matter for any billed invoice that is "overdue".

Once this unbilled interest charge has been created, you will need to generate a pre-bill and confirm the interest charge, then generate the final invoice to include interest.

View And Generate Pre-Bill For Unbilled Invoice Interest

On the Unbilled list page, you can view all unbilled interest charges in order to generate pre-bills for those overdue invoices.

  • On the Unbilled list page, click on the "By Matter" tab

  • Click on "All Filters" button.

  • You will see a new pop up panel on the right side of the page.

  • Scroll through the filters and find "Interest" dropdown.

    • Select "All" to view all unbilled time and expenses including interest charges.

    • Select "Only Interest" to view only unbilled interest charges

    • Select "Exclude Interest" to view all unbilled time and expenses excluding interest charges.

  • Select "Only Interest" to view all of your overdue invoice interest charges.

  • In the top right panel, click "Apply Filters".

  • Click the "X" icon to close the right panel pop up.

  • Now you can select any of the unbilled charges with the checkbox.

  • In the top left above the table, select the "Invoice Date". The default date is today.

  • Click "Generate Pre-Bills" button.

  • You will automatically be redirected to the Pre-Billed tab.

  • You may need to refresh the page to view your newly generated pre-bills.

Congratulations! You have created a new invoice with the interest charge for the overdue invoice(s).

Next, you may want to read how to Apply Charge Interest To A Pre-Bill.

If you have any questions, please let us know!

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