Hold a Matter from a Prebill

This function is only available for Consolidation Prebills.

You can prevent a matter in a consolidation prebill from being included.

Hold a Matter

1. Select Billing.
2. Click on the Edit Prebills icon in the right pane.
   The Billing\Edit Prebills window opens.
   
3. Click on the Prebill # cell of the prebill you want to select.
4. Select Form > Open.
   The prebill opens for editing.
5. On the Tools menu, click Hold Matter.
6. Click the matter you do NOT want to include in the prebill.
   A window appears stating that the hold will be placed.
7. Click OK.
8. Click Yes in the confirmation window.

Remove a Hold

To remove the hold from a matter:

1. Re-select the prebill.
2. Select Tools > Hold Matter from the prebill window.
3. De-select the matter.
   The hold is removed from the matter.