There are several ways to generate a final invoice from a preview:


Scenario

Description

Generate Final Invoice Immediately

If no changes need to be made to the draft after you have generated the preview:

 

  1. Select ‘Bill Charges’ at Step 3 of the Billing Wizard
  2. Click ‘Bill’ to download the final invoice and exit the Billing Wizard

 

Generate Final Invoice 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:

 

  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
  5. Select ‘Bill Charges’
  6. Click ‘Bill’ to download the final invoice and exit the Billing Wizard

 

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
  4. Select ‘Bill Charges’
  5. Click ‘Bill’ to download the final invoice and exit the Billing Wizard