This article aims to offer a broad overview of the billing process in Actionstep. For more in-depth information on features and functions, see the Billing articles section of this guide.
Steps for billing in Actionstep:
Actionstep billing offers a lot of automation. The first step in billing is to make sure all settings and automation are set up for your billing process.
At a system-wide level, these settings are located in Admin > Billing.
Matters will inherit the system settings, but many settings can be overridden on a per-matter-basis in Matter billing options.
Bills are typically created from billable entries. These include time entries (fee entries) and disbursements/expenses.
Note: Matters can be billed at a fixed fee, regardless of the value of billable entries. For more information, see Fixed Fee Billing.
Bills can be created on a matter-by-matter basis with Single Matter Billing. Bills can be created in bulk via Mass Billing.
Bills created in a matter can be sent to Draft or immediately approved.
Mass bills will always be sent to draft when billed.
Bills in Billing > Draft Bills are awaiting approval.
These bills can still be edited before being approved.
Once approved, the bills move to the Bill Production screen.
The Bill Production screen contains all approved bills that have not been produced.
Producing bills can print and emails bills before removing them from this screen. Whether bills are printed or emailed is determined by matter billing options.
All bills in the system, regardless of status, can be accessed in Billing > Bills List.
Bills can also be accessed on the matter from which they were created by selecting the Billing icon > Bills/Invoices.
There are many billing-specific reports to get the information you need.
See Billing Reports.