The Pre-bill Preview feature allows users to view a web-copy preview without actually creating the Pre-bill.
This feature generates a web-copy preview of what a generated Bill would look like for a Matter.
To view a Prebill Preview, navigate to a Matter, and select the Matter Action “Generate Prebill Preview”.
- NOTE: This action is only available for Matters with an Hourly Fee Arrangement.
- After selecting this action, a dialog will open. Much the same as the “Generate Bill” dialog, this “Generate Prebill Preview” dialog allows users to select a date range from which to pull Unbilled Billing Entries, as well as an Issue Date for the Prebill Preview.
- To generate the Prebill Preview, simply click the “Generate” button. This will then open a web copy of the Prebill Preview based on the specified Billing Date Range and Issue Date.
- NOTE: This Prebill Preview will most likely not be a perfect preview of what the Generated Bill would be. Some fields that are generated by a Workflow (such as Bill Number), or Custom Fields that may have been added to the Bill Template will instead of default placeholder values.