Pre-Bills in Unity PMS allow users to bill time entries and disbursements from a matter subject to an approval process.

Note: Before billing a Matter with Pre-Bills, please ensure that no other pre-bills are active on the Matter

Users can verify this by clicking/holding on the Pre-Bills Quick Link on the Matter.

Please proceed if all pre-bills are either in Approved or Invoiced/Status.
 

Creating a Pre-Bill

A Pre-Bill can be created from the Create Pre-Bill button on the matter page (A) or via the Batch Pre-Billing page (B).

A. Click Create Pre-Bill on the Matter Page.

A Pre-Bill can be created from matter page from the Create Pre-Bill button. This function will automatically collect all unbilled time entries and disbursements on to matter and attach them to the pre-bill record. 

Users are able to view all matters available for pre-billing or narrow down the list with the available filter options.

Select the matter that needs to be billed and click Pre-Bill to proceed.

Pre-Bill Stages

Pre-Bills go through multiple stages, usually starting from Draft to the final Invoiced status. 

Note: Approval Processes are usually highly customised and will be different for each org. 

Adjusting the Pre-Bill

The Pre-Bill record will list all unbilled items and provide a preview of the final invoice amounts. 

Time entry amounts can be adjusted by editing the Invoice Amount field, entering the desired amount and saving the change.

Alternatively, the Adjust Fees button allows users to either: apply a percentage discount or set the professional fees amount for the pre-bill. This will automatically adjust the time entry invoice amounts to accord with the desired outcome. 

Submit Pre-Bill for Approval

Click on the Submit for Approval button to proceed. Users also can add an optional comment to the approver for this record.

The pre-bill status will update and the approver/s will receive a notification the pre-bill is pending their review.

Note: An approver may also reject a pre-bill after submission. Please contact your system administrator to confirm the process after this step.

Pre-Bills post Approval

Once the pre-bill is approved, the Create Invoice button can be used to generate the invoice record based on the approved figures.

The Pre-Bill record's status will also shift to Invoiced.