The Release Invoice stage adds a step between Review Charges and finalization, letting a lawyer review and comment on a draft invoice before it is issued. It is off by default in some configurations, or may have been turned off by an admin.
This article explains how to turn it on.
Enabling the stage
Before you begin:
- You must be signed in as an administrator.
To do this task:
- Navigate to the Admin menu, then select Firm and then the Settings tab. Click the Features option from the Settings ribbon.
- Turn on Enable release invoice stage in billing.
- Click Save.
The Enable release invoice stage setting.
NOTE: You may need to sign out and back in before the Release Invoice tab appears under the Billing menu.
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