Editing Workflow Step Actions – Billing Settings (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust billing-related step actions.

Specifically, users can add invoice delivery settings on a step change. This provides a way to configure the "Basics" section of the matter billing options screen for a matter on a specific step of the matter's workflow. Email template selection and invoice printing options can be displayed to make selections at the appropriate point in your workflow/process. This gives your firm the opportunity to lodge all relevant client data against the matter first and then use that contact data to configure invoice delivery settings. 

Before you begin:

• An admin must enable this option by going to Admin > General Settings > Feature Preview and toggling Display Billing Settings in Step change to on. 

To do set up your billing settings for a step action:

1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
2. Click Settings for the matter type you want to set up a workflow for. 
3. Click Manage in the Workflow section. The Workflow page appears.
4. In the Steps list (right side of the page), select the step you want to edit. The Edit workflow window appears.
   NOTE:  To learn how to add a step, see Creating Steps For Your Workflow.
5. In the Step actions section, toggle Billing Settings to on. A Billing Settings section is added below.
6. Select Email settings and / or Printing settings. This will display the billing setting options when moving to this step in the workflow.
7. Click Save to save your changes. 

When moving to the step with Billing Settings actions enabled, the corresponding sections will be displayed. If these settings have been entered in the matter billing options, the previously selected values will populate the fields automatically.

To use these options

• Provide the following information: 
  • Email template: Select a billing email template from this drop-down list and enter an email address in Send to email address field. If this information has already been entered on the matter's billing options screen, it will be displayed and can be amended.
  • No. of copies to print: Select the number of invoice copies to print. Your options include Do not print, 1 copy, or 2 copies. 

Related Articles:

• Editing Workflow Steps (Admin)
• Editing Workflow Step Actions – Accounting Restrictions (Admin)
• Editing Workflow Step Actions – File Note (Admin)
• Editing Workflow Step Actions – Trust Accounting Data (Admin)
• Editing Workflow Step Actions – Sales Data (Admin)
• Editing Workflow Step Actions – Parties (Admin)
• Editing Workflow Step Actions – Related Matters (Admin)
• Editing Workflow Step Actions – Emails (Admin)
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