Bills list

Created by Allison Cloyd, Modified on Wed, 18 Jan 2023 at 05:24 PM by Kylie Mitchell

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. 

 

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Each field in this list is explained below:

 

ColumnDescription
Checkbox / TickboxSelect/deselect bills to Print/Send, Preview, or Revert to Review
PDFSelecting the PDF icon downloads a copy of the bill
LEDESDownload LEDES file in Word. 
E-Billing FormatOutlines if any bills have e-billing formatting and the type
Invoice DateAccounts receivable date for the bill
Inv. NoDenotes the number of the invoice. Selecting the number will launch the invoice in a read-only view.
ClientThe client on the matter being billed
Invoice type Single or Consolidated
Responsible LawyerThe designated responsible party for the matter
Matter IDThe ID for the matter being billed. Links to the matter.
Matter NameThe 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 DateDue Date of payment of bill
StatusStatus of Invoice - Draft (draft bill), Approved (approved but not yet produced (i.e. emailed or printed), Finalized (approved and produced)
FeesTotal fees that are included on the bill (exclusive of GST and disbursements)
ExclusiveTotal fees and disbursements exclusive of GST
TaxTotal sales tax
TotalTotal amount of bill (including fees, disbursements, and sales tax)
PaidAmount paid towards the bill
Write-OffAmount written off against the bill
DueAmount due on the invoice 
Email Will launch to the email sent screen - to show the invoice and attachment sent. 
DCThis relates to a debt collection workflow. 

 

 

No Rows Selected

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Check box 

Gives you the option to tick all boxes at once

Filter

This provides options to filter by each column.

Refresh

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.

 

Rows Selected


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View/Edit

Launches the invoice screen

 

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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.

 

 

Delete

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.

 

 

Create payment

Loads the New client receipt and allows you to make a payment against a bill. 

E-billing

Generates a LEDES file for the invoice.




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