This article explains the billing process in Actionstep, from billing settings to drafting, editing, and producing bills and reporting.
Billing Setup
Global billing settings are located in Admin > Billing more here: Billing Settings
These settings can be overwritten on a per-matter basis in Matter billing options more here: Matter Billing Options
Billable entries
Bills are typically created from billable entries. These include time entries (fee entries) and disbursements/expenses.
| NOTE: Matters can be billed at a fixed fee, regardless of the value of billable entries. For more information, see Fixed Fee Billing. |
Billing Process
There is a sequential billing process in Actionstep that you can configure to suit your own practice needs.
Invoices move through stages and you can visualize these stages in the Main Menu under Billing.
Bill Creation - Invoicing
Bills can be created on a matter-by-matter basis with Single Matter Billing. Bills can be created in bulk via Mass Billing.
Mass billing
The mass billing option shows your work in progress that can be invoiced at any point in time depending on various settings.
| This is not a WIP report as some matters may be excluded from mass billing depending on settings in the Matter Billing Settings and therefore may be excluded from this list view. |
Bill Approval- Draft Bills
Bills in Billing > Draft Bills are awaiting approval.
These bills can still be edited before being approved.
Once approved, the bills move to the Bill Production screen.
Bill Production
The Bill Production screen contains all approved bills that have not been produced.
Producing bills means that they are emailed/and or printed to send to your recipient. Once this has been performed they will be removed from the bill production list.
Bill List
Regardless of status, all bills in the system can be accessed in Billing > Bills List.
Bills can also be accessed on the matter they were created by selecting the Billing icon > Bills/Invoices.
Bill Payments
All payments including credit notes and write-offs can be accessed in the Billing - Payments list view.
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