Mass Billing - Webinar and Workshop

Overview:

This is an article that contains information from our webinar on "Mass Billing"

• Click on the following link to watch the webinar: Mass Billing Webinar

Various workshops were run around the globe and they can be found here:

• AU/NZ -run by Natasha Dubauskas-Reed -Mass Billing Workshop - ANZ
• US- run by Sommer Clegg - Mass Billing Workshop -US

Helpful User Guide Articles:

What is Mass Billing  - Mass Billing

Matter Billing Options - Matter Billing Options

Emails In Actionstep - Email in Actionstep

Why isn't my Matter Listed in Mass Billing? - Matters listed in Mass Billing

Follow up questions from workshops:

Q. Can I send my mass billing emails from a system email that is not my default? For example, we have a system default [e-mail] however I would like billing emails to come from [e-mail] ?

A. here is unfortunately no automatic way to set this up however you can go to Admin – Email – Outbound email and you can add both system mailboxes – you would normally select the [e-mail] as the default one – however just before you produce all your approved and sent to customers you can change the setting so that the default email box is set to [e-mail] so that all the billing emails are sent from the [e-mail] email address. You have to make sure to remember to reset the default email account once this has finished.

Invoice Templates: 

• Legal Invoice - Line Items 
• Legal Invoice - Narration 
• Consolidated Invoice