Prior to posting an invoice, a Prebill should be printed. A Prebill is essentially an unposted invoice that allows you to review invoice items and make any changes prior to posting (finalizing) the invoice.
Printing a Prebill in Statement of Fees & Disbursements format will replicate the format that is used on the final invoice.
Purpose of Lesson:
Learn how to print a Prebill in Statement of Fees & Disbursements format so it can be reviewed prior to posting the final invoice.
You want to invoice your client, Clara White, for services rendered and costs incurred for the month of September. Before posting the invoice, you want to review the slip entries on a prebill.
From the Home screen in Brief Accounting select the Billing module and click the Summary tab:
In the Find Files/Matter(s) dialog box, type "whitec" into the File No field, change the Date Ending to September 30, and click OK:
Note: Changing the Date Ending to September 30 will exclude from the prebill any slips dated after September 30. The slips that are excluded will remain billable to be included in a subsequent billing cycle.
A Summary of activities will appear for file WHITEC. The total number and amount of time and disbursement entries are displayed. The Accounts Receivable balance and Funds in Trust are also displayed (if any).
To print the prebill, click the Print icon at the top of the screen. The dialog box below will be displayed. Click Print to continue:
The following dialog box will appear allowing various options to be displayed on the Prebill. Click the Print icon to print the prebill to screen:
The prebill will be displayed on screen in Preview:
Note the balance forward from an unpaid July invoice.
The prebill can be printed to Screen, to PDF (saved) or directly to Printer. Note that the Invoice Number on the top right of the prebill reads "Prebill". Prebills can be re-printed as many times as required. An invoice number is not assigned until the invoice is posted.
Note: Prebills should be printed from the Summary tab in the Billing module so that both Time activities and Disbursements are included. Printing the prebill from either the Time tab or the Disbursement tab will print only Time activities or Disbursements respectively - not both.