Automatically Saving Invoices to Actionstep Matters Automatically (Admin)

Modified on Wed, 08 May 2024 at 01:55 PM

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You can easily store and access client invoices within the documents list of your matter. This provides easier access to these documents for things like record keeping, sharing via the client portal, and tracking earlier versions of updated client invoices. By enabling settings, you can ensure that PDF invoices are automatically saved to the matter.


Please keep in mind, invoices need to be produced to be saved to the folder. See Bill Production for more information. Additionally, you can share invoices in the Client Portal. 



Setting the 'Save Invoice PDF' Preference


To do this:

  1. In Actionstep, go to Admin > Billing
  2. In the Other Settings section, toggle Save Invoice PDF to Matter by Default to on
  3. Click Save to save your changes.


Going forward, Actionstep will create a folder in your Matter Documents list called Client Invoices. When you generate a bill, that invoice will automatically be copied to this folder. 


 


Limiting Permissions in Actionstep

You  may want to limit access to the Client Invoices folder to only certain team members in your firm.


NOTE:  Limiting permissions is only applicable for Actionstep documents. These permissions do not affect documents stored in NetDocuments.



To do this:

  1. In Actionstep, go to Admin > Matter Types.
  2. Select the matter type you want to limit document access to. 
  3. Click Manage for the Folders section. The Folders page appears.
  4. Select the Client Invoices folder in the list. A menu appears.
  5. In the Edit Permissions window, choose your Read, Write, and Delete permissions based on the System Role
  6. Click Save to save your changes. 



 

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