Creating a Pre-Bill from Work in Progress (Multiple Matters)

Updated April 27, 2026

This guide explains how to create a Pre-Bill from Work in Progress (WIP) in CaseQube. Users can select one or multiple matters, review associated time, expense, and fee entries, and generate a pre-bill before finalizing billing.


1. # Step 1: Log in to CaseQube

  1. Log In: Access LawAccounting/CaseQube using your secured credentials.
  2. After logging in, click the App Launcher (nine-dot icon in the top left corner).
  3. In the search bar, type Work in Progress.
  4. Select Work in Progress from the list of applications.

Step screenshot/>

2. # Step 2: Initiate the Pre-Bill Process

  1. From the Work in Progress screen, select the desired matter/project.
    You may select one or multiple matters depending on the entries you want to include in the pre-bill.
  2. Click Pre Bill to begin creating the pre-bill.

Step 3: Enter Pre-Bill Information

The Create Pre Bill window will appear.

  1. In the Invoice Date field, select the invoice date.
  2. In the Due Date field, select the payment due date.
  3. In the Billing Period Start Date field, select the start date for the billing period.
  4. In the Billing Period End Date field, select the end date for the billing period.
  5. In the Notes field, enter any relevant billing notes.

Example:
recent project

Step 4: Optional Billing Settings

  1. If needed, enable the option:

Include Non-Billable Time and Expense with $0 balance

This option allows non-billable entries to appear in the pre-bill for reference.

Step 5: Confirm the Pre-Bill

  1. Review the entered billing information.
  2. Click Confirm Pre Bill.

Step 6: Review the Preview Bill Screen

The Preview Bill window will appear.

  1. Review the listed matters/projects included in the pre-bill.
  2. Review the associated Time Records and Expense Records.
  3. Verify the following information for each entry:
    • Timekeeper
    • Description
    • Billable Hours
    • Billable Rate
  4. Make any necessary edits to descriptions or billing values if required.
  5. Click Create Pre Bill to generate the pre-bill.

Step 7: View the Created Pre-Bill

  1. Click the App Launcher located in the top-left corner of Salesforce.
  2. In the search bar, type Billings.
  3. Select Billings from the results.
  4. Open the list view and select All.
  5. Locate and click the newly created billing record.
  6. Review the billing record details.

Step screenshot/>

Back to Knowledge Base