When running your billing cycle, you have the option of having your invoices first created in a Draft or Pending Approval Status. These statuses qualify as pre-bills. The pre-bill will remove the activity on it from WIP, but it will not create an AR balance that can be paid until the invoice is approved.
The balance can be viewed on the draft/pending invoice, as well as on the WIP/AR/Trust Report under the "Pre-Bill" column.
To disable this feature, you can turn off the ability to create new invoices in Draft and Require Approval.
*Note: If "Create New Invoice in Draft Mode" is disabled, but you still require approval, the pre-bills will be created in a "Pending Approval Status."
- Select Firm Settings from the down arrow beside your avatar.
- Click Billing & Accounting in the left navigation menu bar and select Billing Options from the expanded menu.
- Select the checkbox beside Create New Invoices in Draft Mode to enable this feature.
Your existing Invoices will remain as Drafts or Pending Approval and still need to be Approved before being sent to a Client. The changes will only impact new invoices moving forward.