Pre-Bill Video
Pre-Bill Video
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If I Decide to Disable Pre-Billing, What Will Happen to My Existing Invoices?
If you stop using Pre-Billing by disabling "Draft By Default" in Firm Settings, your existing Invoices will remain as Drafts or Pending Approval and will still need to be Approved.
Document Automation Video
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Intake Forms Video
For more information on how to use Intake Forms in a Document Template check out our Document Automation Video
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