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.
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:
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Draft - Allows you to Edit, Print, Delete, Submit for Approval and Approve.
You cannot Apply Payments, Share via Caseway, and Void.
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Pending Approval - Allows you to Edit, Print, Delete and Approve. You cannot Apply Payments, Share via Caseway, and Void.
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Approved - Allows you to Apply Payments, Add Internal Notes, Share via Caseway and Void. You cannot Edit or Delete (Must be Voided).
- Void - Cannot Edit, Delete, Share via Caseway or Apply Payments.
Pre-Billing needs to be activated in your Firm Settings.