Note: creating flat fee items and flat fee reporting is a feature only included within our Business paid subscription. To find out more, please click here!


On PracticePanther, to generate a Pre-bill simply generate and save an invoice. This "Saved" invoice is your Pre-bill that you can print out, review, and adjust as needed.

A Pre-bill is not considered "Finalized" until you've sent the invoice to your client. 

To learn how to generate invoices, follow this guide.

1) To edit an existing pre-bill, open the invoice, and click on the blue pencil at the top of the invoice. 


2) To edit an existing line-item on an invoice, click on the pencil on the left side of the line item. 

Note: If you edit line-items by double clicking on the fields in the invoice, it will only edit the invoice, not the time-entries/expenses in the matter and or contact. 


3) When clicking on the "+ Time Entry" button, you have two options:

1. New Line Item - this will generate a new item on the invoice only, but not in the matter and or contact. 

2. New Time Entry - this will generate a new time entry on the invoice, and log it in the matter and or contact as well (just like any other regular time entry). 

Enjoy!

To find out how to add a retainer ledger and balance onto your invoices, click here.

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