This article outlines how to amend an invoice preview.


Once a preview has been generated, it is possible to make amendments to some of the invoice information before generating the final draft. It is possible to amend:

  • The Currency
  • Billing Discounts
  • Individual Charge Amounts
  • Charge Descriptions
  • Order of Charges

 

Note: You cannot add extra charges or add Fixed Amount Adjustments to a preview. Users would need to discard the preview first to amend this.


There are several ways to amend a preview.


Scenario

Description

Amend Preview Immediately

To make changes immediately after generating the draft invoice:

 

  1. Click ‘Back’ to return to Step 1 or 2 of the billing wizard to make any amendments
  2. Return to Step 3 of the Billing Wizard and with generate a new preview OR bill the invoice

 

Make Amendments to the Preview at a Later Date

If you have chosen to ‘Save Preview For Later Modifications’ at Step 3 of the Billing Wizard you can return to amend the preview later. Either:

 

  1. Go to the Charges tab of a case
  2. Click ‘Billing’ to start the Billing Wizard
  3. Select the preview number to open the preview settings
  4. Go through Step 1, 2 and 3 of the Billing Wizard, making any changes

 

OR

 

  1. Go to Finance > Unbilled Previews
  2. Click on the preview number or click ‘Edit’
  3. Go through Step 1, 2, and 3 of the Billing Wizard marking any changes