Managing Bills through Bill Preview

Print the prebill or bill to a bill preview. With the bill preview open, you can now do any of the following to manage the open bill:

To edit a time ticket

1. Double-click in the Fees area on the bill preview. The Fees subreport appears.

2. Click the linked ticket number for the time ticket you want to edit.

3. A window appears with the time ticket information. Edit the information as necessary and click Done.

To add a time ticket

1. On the bill preview, click Add Time Ticket. The Time Tickets – Entering New Time window appears.

2. Enter the information for the time ticket and click Done.

To edit a cost/adjustment

1. Double-click in the Cost Detail area on the bill preview. The Cost Detail subreport appears.

2. Click the linked ID number for the cost/adjustment you want to edit.

3. A window appears with the cost/adjustment information. Edit the information as necessary and click Done.

To add a cost/adjustment

1. On the bill preview, click Add Cost or Adjustment. The Costs & Adjustments window appears.

2. Enter the information for the cost/adjustment and click Done.

To print the bill

Click Print on the bill preview.

To move to the next bill

Click Next Bill on the bill preview.

To close the bill preview

Click Close & Stop Printing on the bill preview.

Important note

Once you add or edit a time ticket or cost/adjustment on the bill, the change is made in the system. Closing the bill preview does not reverse your changes.