Understanding the Default Billing Email Template

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:13 AM by Allison Cloyd

When you enable Actionstep Payments you will see changes to your billing email template so that a link will display linking your invoice email to Actionstep Payments.

 

The link shown will depend on whether you use any other payments integrations (Law Pay or Pro Pay) and how your invoice template is set up. 

 

The following links will be displayed on the invoice template depending on the following system set-up. 

 

NOTE

BillPay in the table below refers to both "Law Pay" and "Pro Pay"

 

 

System setup 

Result shown on Billing email template 

No BillPay 

No Actionstep Payments 

No payment link displayed 

No BillPay 

Actionstep Payments configured 

No Actionstep Payments link for the invoice 

No payment link displayed 

No BillPay 

Actionstep Payments configured 

An Actionstep Payments link for the invoice 

Display text prompting the user to pay, hyperlinked to the Actionstep Payments payment screen 

BillPay configured 

Actionstep Payments configured 

No Actionstep Payments link for the invoice 

Display BillPay link 

BillPay configured 

Actionstep Payments configured 

An Actionstep Payments link for the invoice 

Display text prompting the user to pay, hyperlinked to the Actionstep Payments payment screen 

BillPay configured 

No Actionstep Payments 

Display BillPay link 

 

 

 

NOTE

Actionstep Payments will only create a Payment link for a customer that has been billed since Actionstep Payments has been turned on. 

 

The billing email template looks like this and can be accessed from Admin - Email :- 

 

/helpdesk/attachments/150002489224

You can access and make changes to this billing template by going to Admin - Email - Email Templates - New Template (green button on right hand side) and selecting Standard Bill Email. 

 

/helpdesk/attachments/150002489225

 

For more information on saving and using custom bill email templates please see this article: Bill/Invoice Email Templates

 

 

NOTE

If you are in doubt when creating bill email templates or how any of the merge fields work please contact one of our Consulting Partners in order for them to create your template for you.