The Take Action pane of the Pre-Bill Information window allows you to quickly perform common actions for the currently selected pre-bill. Click the icon to switch to the Comments pane.

Mark as Reviewed This option is only shown if the current pre-bill is not marked as “reviewed.” Click Mark as Reviewed to mark the current pre-bill as reviewed. Pre-bills marked as reviewed can have a final statement generated from the Pre-Bill Tracking window. The Pre-Bill Information window will then be closed.
Mark as Not Reviewed This option is only shown if the current pre-bill is marked as “reviewed.” Click Mark as Not Reviewed to clear the “reviewed” status from the current pre-bill. The Pre-Bill Information window will then be closed.
Add Fee Click Add Fee to open the Fee Entry window for the current client. When the fee is saved, the Pre-Bill Information window will be updated to include the new fee.
Add Cost Click Add Cost to open the Cost Entry window for the current client. When the cost is saved, the Pre-Bill Information window will be updated to include the new cost.
Add Payment Click Add Payment to open the Payment Entry window for the current client. When the payment is saved, the Pre-Bill Information window will be updated to include the new payment.
Add Client Funds Entry Click Add Client Funds Entry to open the Client Funds Entry window for the current client. When the client funds transaction is saved, the Pre-Bill Information window will be updated to include the new client funds transaction.
Select Fees

Click Select Fees to open the Select Fees for Pre-Bill window to see unbilled fees for the current client. When the lookup window is closed, the Pre-Bill Information window will be updated to include selected fee transactions.

Note: The Select Fees action is not available for pre-bills generated using a Statement Template with an Info Only Fee Format. Fees for Info Only statements remain as work-in-process, and are therefore not protected like other pre-billed transactions. Info Only statements are commonly used for contingency clients. Users can add, change, or delete fees if they have rights to do so. Each time a pre-bill is viewed, the fees will be refreshed based on the current WIP transactions, using the fee transaction cut-off date specified in Generate Statements when the pre-bill was created. Finalizing the pre-bill also refreshes the fees, so the final statement will be created based on current WIP transactions.
Select Costs Click Select Costs to open the Select Costs for Pre-Bill window to see unbilled costs for the current client. When the lookup window is closed, the Pre-Bill Information window will be updated to include selected cost transactions.
Write-Up/Write-Down Click Write-Up/Write-Down to open the Write-Up/Write-Down Fees and Costs window for the current client.
Reorder Fees Click Reorder Fees to open the Reorder Fees window with the current matter specified.
Matter Manager Click Matter Manager to open the Matter Manager for the current client.
Finalize

Click Finalize to mark the pre-bill as reviewed and create a final statement that matches the current pre-bill, without displaying the Generate Statements window. The Final Statement Information window will then be displayed showing the statement.

Note: The transactions and statement options specified for the selected pre-bill are used. The Final Template specified for the client is used as the statement template. To finalize multiple pre-bills at once or specify options for use on the final statement, use the Pre-Bill Tracking window to mark them as Reviewed, and then click the Final Statements button instead.
Undo Pre-bill Click Undo Pre-bill to delete the current pre-bill. All included transactions will be unmarked and returned to work-in-process.
Print Click Print to open the Print window for the selected pre-bill. No settings are displayed.