Invoice Draft/Review Settings

When you create invoices in BigTime, the system follows a fairly simple workflow.

• First, a "draft" invoice is created based on the invoicing settings you've specified for the project.
• That "draft" can be reviewed/approved by up to five different people within the company, so each of your managers can make comments/edits to the invoice before it's approved.
• Once an invoice is approved, you can print it out and send it to your customer. If you're a QuickBooks user, you can post that invoice to QuickBooks, so you can use that system to manage payments, A/R, etc.

In this section, we'll cover some basic invoice workflow settings, and we'll talk about how to setup a default invoice review workflow. Keep in mind that you aren't required to have invoices reviewed and approved by anyone. You may decide that nobody needs to review invoices (or that you'll just have managers review the printed invoice instead of reviewing it online). Even firms that use the electronic review feature in BigTime often decide to post or send out invoices that are still awaiting approval. The entire approval process is non-blocking, so even unapproved invoices can be printed or posted to QuickBooks as required.

A step by step for creating and reviewing draft invoices can be found in the Invoicing chapter. This section will show you how to turn on these review settings and setup a default invoice reviewer list.