Mass Billing - Webinar

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

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

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 contact@mylawfirm.com however I would like billing emails to come from accounts@mylawfirm.com ?

A. There 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 contact@mylawfirm.com 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 accounts@mylawfirm.com so that all the billing emails are sent from the accounts@mylawfirm.com email address. You have to make sure to remember to reset the default email account once this has finished.

• Mass Billing
• Billing Settings