How do I Set Up Pre-Billing or Draft Invoicing?
- Go into Firm Settings
- Click the Billing Options tab
- Select the options required for your Firm's invoicing process:
Draft By Default
If enabled, new invoices will be in Draft status until they are submitted for approval
If disabled, new invoices will skip the Draft stage and move to the Pending Approval or Approved stage (depending on your “Require Approval setting)
If enabled, invoices need to be approved for client payments to be applied
If disabled, new invoices do not need to be approved for client payments to be applied
Allow Approved Invoices To Be Edited OR Deleted
If enabled, any changes can be made to an approved invoice including deletion
If disabled, changes cannot be made to approved invoices and they cannot be deleted - they can only be voided
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.
How Do I Approve Draft Invoices?
If your firm has the "Draft By Default" setting enabled in Firm Settings, Invoices will need to be approved before payments can be applied to them. From the Invoice Grid: 1. Find the Invoice you'd like to approve and click the button. 2. If the ...
How Do I Delete or Void an Approved Invoice?
If your firm does not allow editing of Approved Invoices, only Invoices that are Drafts or Pending Approval can be deleted. If you need to make changes to an Approved Invoice it must be Voided. Deleting or Voiding an invoice will move the activity ...
What is Split Billing and How Do I Use It?
Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties. First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under ...
What is Pre-Billing?
Pre-Billing allows you to create draft versions of your invoices that can be reviewed by your staff before they are sent out to your clients. If your attorneys like to look over their billable work before their client is billed, Pre-Billing is the ...
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