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Saving Invoices to Actionstep Matters Automatically (Admin)

You can easily store and access client invoices within the documents list of your matter. This provides easier access to these documents for things like record keeping, sharing through the client portal, and tracking earlier versions of updated client invoices. By enabling settings, you can ensure that PDF invoices are automatically saved to the matter.

Please keep in mind, invoices need to be produced to be saved to the folder. See Bill Production for more information. Additionally, you can share invoices in the Client Portal.

 

Setting the 'Save Invoice PDF' Preference (Admin)

When you produce an invoice, Practice Management can save that invoice to a Client Invoices folder in both the matter's Documents and Matter View pages. You can enable this in Admin > Billing.

Note: You can also limit which of your staff can view the Client Invoices folder. See Limiting Permissions in Actionstep (below) for more information.

 

To set up the Client Invoices folder:

  1. In Practice Management, go to Admin > Billing.
  2. In the Other Settings section, toggle Save Invoice PDF to Matter by Default to on.
  3. Click Save to save your changes.

After setting this option, the first time you produce an invoice, a folder named Client Invoices will be created and the invoice will automatically be copied to this folder. You can then access the invoice from both the matter's Matter View page and the Documents page. 

Matter View Page

Documents Page

 

Limiting Permissions in Actionstep

You may want to limit access to the Client Invoices folder to only certain team members in your firm.

NOTE:  Limiting permissions is only applicable for Actionstep documents. These permissions do not affect documents stored in NetDocuments.

 

To do this:

  1. In Practice Management, go to Admin > Matter Types.
  2. Select the matter type you want to limit document access to.
  3. Click Manage for the Folders section. The Folders page appears.
  4. Select the Client Invoices folder in the list. A menu appears.
  5. In the Edit Permissions window, choose your Read, Write, and Delete permissions based on the System Role. 
  6. Click Save to save your changes.

 

Additional Resources:

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