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: - Select ‘Bill Charges’ at Step 3 of the Billing Wizard
- Click ‘Bill’ to download the final invoice and exit the Billing Wizard
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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: - Go to the Charges tab of a case
- Click ‘Billing’ to start the Billing Wizard
- Select the preview number to open the preview settings
- Go through Step 1, 2 and 3 of the Billing Wizard
- Select ‘Bill Charges’
- Click ‘Bill’ to download the final invoice and exit the Billing Wizard
OR - Go to Finance > Unbilled Previews
- Click on the preview number or click ‘Edit’
- Go through Step 1, 2, and 3 of the Billing Wizard
- Select ‘Bill Charges’
- Click ‘Bill’ to download the final invoice and exit the Billing Wizard
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