Account Statements FAQ

The following questions and answers can help you troubleshoot some common issues with account statements:

• Why are statements being sent using the client's contact email and not the billing contact for the matter? 
• When the system sends the email with a copy of the account statement, where will the sent email be saved? 

Why are statements being sent using the client's contact email and not the billing contact for the matter? 

An account statement is sent to the contact who the invoice is addressed to, and it includes all outstanding invoices across all matters (and not just a single matter). Additionally, a matter may have multiple invoices addressed to different contacts. Because of these factors, account statements are sent to individual contacts rather than the billing contact. This ensures that the contact responsible for payment on invoices across all matters is held responsible for their debt only.

When the account statement is emailed, where will the sent email be saved? 

You can view sent emails in your Comms folder. If needed, you can also associate the email with a specific matter. 

To do this: 

1. In Actionstep, go to Comms > My Email > My Sent Items. 
2. Find and click the email you want to review. A preview of the email message is displayed.
3. To associate the email with a matter, click Add Association. The Set Associations window appears. Any existing matters the statement is associated with are listed.
4. Click the drop-down list at the bottom of the window and select a matter.
5. Click Save to save the changes.  
6. Click Close to close the email preview.