Create and Approve Pre-Bill

Prior to generating an invoice, you can preview your invoice and download a sample of it, to review it and see what it looks like.

To approve a draft invoice, make sure you have enabled the invoice approval settings under Setup > Firm Settings > Invoice Settings.

Generate a Draft Invoice

To generate a draft invoice:

From Matters

1. From the left navigation panel, click Matters.
2. From the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters left navigation, click Billing.
4. From the tabs atop the Billing screen, click Invoice.
5. From the toolbar atop the Invoice screen, click Create Invoice.
   The Add Single Invoice screen will display as Draft.
   
   1. • From the tabs atop the Add Single Invoice screen, click Generate Draft.
        The draft invoice will appear in your list of invoices.
      •  From the tabs top the Add Single Invoice screen, click Generate and Download.
        Your draft invoice will appear in the list of invoices and download to your computer for review.
        

From Activities (Batch Invoices)

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Invoices.
3. From the toolbar atop the Invoices screen, click Create Invoice.
   The Add Invoice screen opens, displaying matters with unbilled time and expense entries.
   
4. Check the boxes beside the matters for which you want to create a draft invoice. 
   • • From the tabs atop the Add Invoice screen, click Generate Draft.
       The draft invoice will appear in your list of invoices. 
     • From the tabs top the Add Invoice screen, click Generate and Download.

Edit a Draft Invoice

To edit a draft invoice, follow the steps to edit an invoice.

Approve a Draft Invoice

Once you have reviewed your invoice and are satisfied with the entries, to approve the draft invoice:

1. Go to the invoices screen from Matters or Activities, select the invoice(s) and from the toolbar, click Action.
2. From the drop-down, select Approve Invoice(s).
3. On the pop-up that displays, you can add a description and click Approve Selected Invoice(s).

Revert Approved Unpaid Invoice to Draft

To revert an approved (unpaid) invoice to draft:

1. From the list of invoices under Matters > Billing > Invoices, or Activities > Invoices, select the approved invoice.
2. From the toolbar, click Action and from the drop-down, select Revert to Draft.
   
3. You will get a warning message. Click Revert to Draft or Cancel to go back.
4. If you clicked Revert to Draft, your approved invoice will go back to Draft stage.

Revert Approved Paid Invoice to Draft

Before you revert an approved (paid) invoice to draft, you will have to unlink the associated payment:

1. From the list of invoices under Matters > Billing > Invoices, or Activities > Invoices, select the approved and paid invoice.
2. From the toolbar, click Action and from the drop-down, select Unlink Payment.
3. On the Unlink Payment screen, the unlink payment date will default to today’s date, select the date for unlinking from the calendar.
4. Check the box(es) beside the payment(s) linked to the invoice and in the lower right corner, click Unlink Selected Payment(s).
5.  You will get a warning message. Confirm that you wish to Unlink Selected Payment(s).
   
   Your invoice status will change to Unpaid, but it will still be in the Approved stage.
6. To revert it to draft stage, follow the steps to Revert Approved Unpaid Invoice to Draft.