Reviewing and Editing Pre-Bills
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