Overview of Organizing and Posting Prebills and Bills

Prebills are a preview of bills. They are the itemized listing of what is queued to be billed to the client. Bills are the actual activity that will be billed.

Prebill and bill functionality is almost identical in Abacus Accounting, with the major exception being that only bills can be posted. Prebills are included so bills can be carefully reviewed and corrected before the client sees them. Trust transfers only show on bills – not prebills.

Best accounting practice is to organize and print your prebill, send the prebill out to others involved, make corrections, generate and send the actual bill to the client, and then post the bill.

REMEMBER: Billing errors are much easier to fix BEFORE the client receives the bill!

NOTE: The firm name printed on bills comes from the name used to register AbacusLaw. Registration is performed in the AbacusLaw. Refer to AbacusLaw documentation for more information.

You can:

View prebills and bills

Print prebills and bills

Adjust prebills

Manage bills through bill preview

Post bills

Reprint posted actual bills