Select this option to generate “Pre-Bills” by default.

When using the “Pre-Bill” statement type, the pre-bill is shown in the Pre-Bill Tracking window, allowing it to be tracked, previewed in the Pre-Bill Information window, marked as reviewed or on hold, and then used to generate a final statement. All transactions included on the pre-bill are protected during the review process, and the Final Statements button on the Pre-Bill Tracking window will generate a final statement based on the transactions included on the pre-bill.

Select this option to generate “Draft” statements by default.

When using the “Draft” statement type with the Update Pre-Bill Tracking option selected, the draft statement is shown as a “legacy” pre-bill record in the Pre-Bill Tracking window. This allows it to be tracked, marked as reviewed or on hold, and then used to generate a final statement. However, this does not create a full pre-bill, so the following features are adjusted:

• You will not be able to drill down to the Pre-Bill Information window to see a preview of the statement and make adjustments.
• Transactions included on the pre-bill are not protected, so all users with access rights can change or delete these transactions.
• The Final Statements button on the Pre-Bill Tracking window will display the Final Statement Options window with the Transactions tab available. A final statement will be generated based on these settings, not on the original transactions included on the draft statement.

To gain the additional features of a pre-bill, select a Statement Type of “Pre-Bill” instead.

Note: A legacy pre-bill record can also be created when running a Detail Work-In-Process Report with the Update Pre-Bill Tracking option selected.