Working with Bill Email Templates

Actionstep provides a set of default email templates you can use to send invoices/bills to your clients/customers. You can customize these templates to meet the needs of your firm. 

To access and customize the invoice email templates:

1. In Actionstep, go to Admin > Email & SMS. The Email & SMS page appears.
2. Click Edit next to Email templates. The Email Templates page appears.
3. Click the New Template button in the top-right corner of the page. The Create Email Template page appears.
4. Click the Copy built-in template drop-down list (located in the Copy from template section) and choose Standard Invoice/Bill Email. 
   The fields in the Email content section of the page are updated.
5. Click the Template type drop-down list and choose Billing Email.
6. Enter a Template name.
7. In the Email content section, make any changes you need to the Subject and Message body of the email message:
   • Use Actionstep merge fields to pull data about your clients/matters into the email message.
   • Use the editing menu and toolbar to customize the look and feel of the template. For example, if you want to emphasize certain words, highlight those words and click the Bold icon. Or go to Insert > Image to include an default image in the email template. 
     
8. Review and specify any Additional options.
9. Click Save to save your changes.

Applying a Billing Email Template to Fixed Fee and Hourly Invoices

You can change your billing settings so the custom email template is used as the default for any hourly/fixed fee invoices, or you can choose to use the email/bill template on a matter-by-matter basis. 

To set a billing email template to be used by default:

1. In Actionstep, go to Admin > Billing. The Billing page appears.
2. In either the Hourly invoices or Fixed fee invoices section, click the Email template drop-down list and choose the template you created in the previous section.
3. Click Save to save your changes.

To do assign billing email templates to individual matters:

1. In Actionstep, view the matter you want to assign the custom template to. (See Editing a Matter for help.)
2. Click the Billing menu icon. The Billing page appears.
3. Click Matter billing options on the left side of the page. The Matter Billing Option page appears.
4. In the Basics section, click the Invoice template drop-down list and choose the custom template you created in the previous section. 
5. Click Save to save your changes. 

Now any invoices sent in relation to this matter will use your custom invoice/bill email template. 

Related Articles:

• Understanding the Default Billing Email Template