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FAQ
Overview:
With new changes to consolidated Billing, Actionstep users now have more control over who a consolidated bill is sent to. Bills will now only be consolidated together if all the customers on the bill match whereas previously only the primary customer had to match and the system would ignore secondary customers on the bill.
The Primary customer still needs to match, For Example:
If Matter# 100 - has the primary contact as: Paul and the Secondary contact as: Sandeep and Matter# 101 has Primary contact: Paul and Secondary contact: Sandeep then the bills would consolidate but if the Secondary contact on Matter# 101 was Sally then the bill would not be consolidated.
Changes to Billing List Views
The Mass Billing List view and the Draft List View will now display all the customers on a bill, not just the primary customers:
