This article explains the invoice/bills list in Actionstep.
The bills list gives a complete view of all bills in the system regardless of what stage they are in - it will show draft, unproduced, and produced bills.
You can find the bills list by going to Billing > Bills list.
Each field in this list is explained below:
|Checkbox / Tickbox||Select/deselect bills to Print/Send, Preview, or Revert to Review|
|Selecting the PDF icon downloads a copy of the bill|
|LEDES||Download LEDES file in Word.|
|E-Billing Format||Outlines if any bills have e-billing formatting and the type|
|Invoice Date||Accounts receivable date for the bill|
|Inv. No||Denotes the number of the invoice. Selecting the number will launch the invoice in a read-only view.|
|Client||The client on the matter being billed|
|Invoice type||Single or Consolidated|
|Responsible Lawyer||The designated responsible party for the matter|
|Matter ID||The ID for the matter being billed. Links to the matter.|
|Matter Name||The name of the matter to which the bill is attributed. Links to the matter.|
|Invoice Date||AR date of bill|
|Payment Terms||Payment terms of bill|
|Due Date||Due Date of payment of bill|
|Status||Status of Invoice - Draft (draft bill), Approved (approved but not yet produced (i.e. emailed or printed), Finalized (approved and produced)|
|Fees||Total fees that are included on the bill (exclusive of GST and disbursements)|
|Exclusive||Total fees and disbursements exclusive of GST|
|Tax||Total sales tax|
|Total||Total amount of bill (including fees, disbursements, and sales tax)|
|Paid||Amount paid towards the bill|
|Write-Off||Amount written off against the bill|
|Due||Amount due on the invoice|
|Will launch to the email sent screen - to show the invoice and attachment sent.|
|DC||This relates to a debt collection workflow.|
No Rows Selected
Gives you the option to tick all boxes at once
This provides options to filter by each column.
Updates the list to make sure it is including all data. This is useful when using separate tabs/windows or when other users are entering/changing billing information.
Launches the invoice screen
Revert to Draft
Ability to revert the bill to draft
|WARNING: Will fail if any payments have been made against the invoice. You are not able to revert an invoice to draft if a payment has been made against it you must reverse the payment first.|
Ability to delete the invoice
|WARNING: Will fail if any payments have been made against the invoice. You are not able to delete an invoice if a payment has been made against it, you must reverse the payment first.|
Loads the New client receipt and allows you to make a payment against a bill.
Generates a LEDES file for the invoice.