In case there are many changes after creating documents it makes sense to insert an intermediate step with drafts. This helps to prevent time waste through deleting and re-generating documents.
This setting causes that Billoid will always generate drafts no matter you click on “Process selected”, “Create” or “Save draft”. It always will turn up as a draft in the invoice list.
If you want to enable the “draft by default” function please follow these steps:
- Go on “Advertiser Billing” what you can find after clicking the “Advertisers” tab.
- Please check the box “Draft invoices by default” which is in the Advertiser Invoicing box.
- If you want the same configuration for the Affiliate side check the same box in “Affiliates” tab > Affiliate Billing > Affiliate Crediting box.
When there is an approval from the responsible person you are able to generate the document from draft by clicking the “Arrow-up” button in the invoice or credit note list.