This guide explains how to create and review a Pre-Bill for a single matter in CaseQube. Users can review associated time, expense, and fee entries for the matter and generate a pre-bill before finalizing billing.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter Tab
- Click the Matter Tab
- Click the Matter/Client you want to bill
- Open the Billing Details Tab
- Click More tab to display the list of options
- Select Billing Details tab
Click "Matters"
Click "test"
Click here.
Click "Billing Details"
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2. Creating The Pre Bill
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Navigate to Expense Tab
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Select the expense you want to prebill
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Click the Plus (+) arrow
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Select Prebill
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On the Prebill screen:
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Invoice Date: Automatically populates
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Due Date: Click the calendar icon and select the due date
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Billing Period Start Date: Click the calendar icon and select the start date
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Billing Period End Date: Click the calendar icon and select the end date
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Notes: Enter any notes associated with the prebill
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Skip the Prebill Approval Process: Check the box if you want to skip the approval process
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Include Non-Billable Time Expense with $0 Balance: Check the box if you want to include non-billable time expenses with a $0 balance
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Click Confirm Pre Bill
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Preview Bill Screen Appears
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Click Create Pre Bill
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To view click Pre Bills
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