Use Edit Prebills to review and modify prebill details before printing and posting a client's final bill. The editor is designed to resemble the printed prebill, which helps make the editing process more straightforward.
In Edit Prebills, you can make changes to a prebill before the final bill is printed. When those changes require Juris transactions, Juris automatically creates the needed transactions when you save the prebill.
This article explains:
- How Edit Prebills works
- When adjustment batches are created
- How billing statuses are assigned during the billing process
For the full billing workflow, see Billing Process Overview.
How Edit Prebills works
Edit Prebills provides an interface for making changes to a prebill as needed. If the changes require transactions in Juris, the system automatically generates those transactions when you save the changes in Edit Prebills.
Adjustment batches
When edits are made to a prebill, adjustment batches are created behind the scenes to complete the changes made in Edit Prebills.
Adjustment batches are created only when the prebill is saved. If changes are not saved, no adjustment batches are created.
When you select Save, you are prompted to choose whether the changes should be made using Bill Through Date or Original Date.
- Bill Through Date: The system enters the change using the Bill Through date designated in Select Prebills when the prebill was selected.
- Original Date: The adjustment is made using the original date of the entry. This option may require specific user rights to post in prior periods.
Billing status
After a prebill is printed, a status is assigned as each billing step is completed. While some flexibility is allowed, statuses are generally used to move the billing process forward.
| Status | When it applies |
|---|---|
| Ready to Edit | After prebills are selected and printed using Select Prebills, the status is set to Ready To Edit. |
| Ready to Print Bill | After prebills are edited in Edit Prebills and an Action Code is manually assigned to release the prebill for billing, the status is set to Ready To Print Bill. |
| Ready to Print Revised Prebill | In Edit Prebills, you can override the Ready To Print Bill status by changing the prebill's Print Option to Print Revised Prebill. If selected, the status is set to Ready To Print Revised Prebill. |
| Ready to Post | After bills are printed in Print Bills, the prebill status is set to Ready To Post. |