Upgrading from Classic Billing to EBM

Overview

Enhanced Billing Mode (EBM) has many features that simplify billing in Actionstep while giving more control over how you want to bill.

Billing has been streamlined in an easy-to-understand interface at the matter and system levels. Many screens and functions have been updated to provide ease-of-use and reveal the options that matter the most when customizing your billing process.

Click here to go straight to the FAQ

What's Changed?

Use the links below to see more information on updates and changes that have been made in Enhanced Billing Mode.

• Navigation - Where is Everything?

• New Functionality

• Discontinued/Changed Functionality

• New Matter Billing Screen

• Reporting

Billing Resources

See the following table for common-topic articles in Enhanced Billing Mode.

Billing in Actionstep - Quick-start Billing System Settings Matter Billing Options Single Matter Billing Mass Billing

Client Receipts Write-offs Credits Client Refunds Fee Allocation

 

Click here to see all Enhanced Billing Mode articles.