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  1. Centerbase
  2. Billing
  3. Reviewing and Editing Pre-Bills

Reviewing and Editing Pre-Bills

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Unlike some other billing systems, Centerbase creates bill records during the bill generation process. These records may be found under the Billing > Pre-Bills tab and are considered Pre-Bills because they have not gone through the posting process. This section will cover the process for taking a bill from pre-bill to a final bill ready for client distribution.

  • Pre-Bill Approval Not Loading.
  • Entries cannot be edited on the Bill due to applied payments. To edit the Bill, first unapply all of its payments
  • Pre-bill Preview
  • This user is not licensed to use Pre-Bill Approval.
  • Electronic Pre-Bill Approval
  • Billing Entries Sorting
  • Editing Pre-Bills
  • Creating a Flat Rate Bill

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