Actionstep Practice Management allows you to personalize the standard client receipt template to align with your firm's branding or specific needs.

The receipt template uses merge fields to pull relevant information from Actionstep. Be careful not to accidentally delete or alter these fields unless necessary.

Customizing Your Receipt Template

You can download a sample receipt template, which you can customize to meet your own needs.

To do this: 

1. In Practice Management, go to Admin > Document assembly. The Document Assembly page appears.
2. Click Manage for the Receipt templates section. The Receipt Templates List page appears.
3. Click Add Template. The New Receipt Template page appears.
4. Enter a Template name and optional Description.
5. Under Built-in templates, click Standard Receipt to download it. The Word file is saved to your computer.
6. Find and open the template in Microsoft Word. You may need to enable editing.
7. Make whatever changes you need to the template. For example, you can change content, add your firm's logo, update formatting, add merge fields, and adjust any other "parts" of the template.
8. When you're finished, save and close the document.
9. On the New Receipt Template page in Actionstep (you should already be on this page), click Please select a file for the Upload template file field.
10. Select the file you just modified.
11. Click Save to save the customized template.

Setting the Default Template for Client Receipts

Once you've uploaded the new template, you can set it as the default receipt in your billing process.

To do this:

1. Go to Admin > Billing. The Billing page appears.
2. In the Client Receipt section, click the Receipt Template drop-down list and choose the template you want to be suggested by default. 
   

Updated September 25, 2026 14:10