What Is Pre-Billing?

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 way to go.  


With Pre-Billing, there are 4 stages that an invoice can be in. Depending on their status, certain actions can and cannot be performed on the Invoice. 


Pre-Bill Invoice Stages:

Draft
Can: be fully edited, printed, deleted, submitted for approval and be approved

Can’t: apply payments, Share via Caseway, and be voided
Pending Approval
Can: be fully edited, printed, deleted and approved

Can’t: apply payments, share via Caseway, be voided
Approved      
Can: apply payments, add internal notes, share via Caseway and voided

Can’t: be edited or deleted (must be voided)

Void

Can’t: be edited, deleted, shared via Caseway or have payments applied.
    • Related Articles

    • 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.
    • 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 ...
    • How do I Set Up Pre-Billing or Draft Invoicing?

      If you would like to set up your billing where any invoice that is created automatically goes in draft form that will need to be approved before sending, then you will want to follow to below steps to set up this billing style. To activate ...
    • 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 Are the Different Billing Types?

      Within Zola Suite, there are multiple options for how you would like to bill each Matter. Below are all of the options Zola Suite offers and how each of them will work for any time entries you create: Time-Based Only: This will make all of the time ...

    Status

    Experiencing degraded performance in Zola Suite?