9. Pre-bill worksheet

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The Pre-bill worksheet contains all the underlying elements of the invoice that you are preparing and reflects any changes to the invoice amount or Client details immediately.

  • Contains details about adjustments, interest, last invoice date, fee arrangements as well as whether the slips are billable or non billable.
  • If an entry is found to contain an error you can click on the line in the report and make any necessary changes to the slip.  Once the slip is saved the report data is refreshed and updated.
  • Client information at the top of the report may be updated in the same way.

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