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 Pre-Billing in Zola Suite:
- 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
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