Help Center

Working with Bill Email Templates

Actionstep Practice Management provides a set of default email templates you can use to send invoices/bills to your clients/customers. These templates can be used to pre-fill information in an email message about the client's invoice so you don't have to draft the email from scratch each time. You can customize these templates to meet the needs of your firm.

TIP:  If you need help creating templates, consider contacting an Actionstep Certified Consulting Partner. To learn more, see the full list of partners. (Note this page is pre-sorted to partners in your geographic location.)

 

To access and customize the invoice email templates:

  1. In Practice Management, 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 Email or Standard Bill Email (depending on your system). 

    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 merge fields to pull data about your clients/matters into the email subject or 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 or 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 Practice Management, go to Admin > Billing. The Billing page appears.
  2. In either the Hourly invoices/bills or Fixed fee invoices/bills 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 assign billing email templates to individual matters:

  1. In Practice Management, 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 Email 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.

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