Producing Bills for Clients

In this article:

• Producing a Bill or Set of Bills
• Performing Other Tasks on a Bill or Set of Bills

Once a bill has been approved, it is displayed on the Bill Production page. From this page, you can select which bills you want to produce. Producing a bill means the bill is moved to Finalized status. It also means the finalized invoice will be printed and/or emailed to the client (if those options are enabled in the matter's Billing Options.)

The Bill Production page is designed to show you a list of all invoices that can be produced. It provides tools for previewing the bills, reverting the bills back to Draft status, and e-billing LEDES-enabled bills. When selecting a single bill, you can also manually email the bill to the client or create a payment for the bill. For all bills you can ultimately select which bills you'd like to send invoices for.

Producing a Bill or Set of Bills

To do this:

1. In Actionstep, go to Billing > Bill Production. The Bill Production page appears.
2. Using the checkboxes, select which bills you'd like to produce. If you don't select any bills, you can produce all bills in the list.
3. Click Produce (or Produce all). The Produce Invoices window appears.
4. Review the information about the task and click Confirm. The Finalizing Bill window appears, indicating where in the process the production request is. 

Once the process is complete, a PDF is displayed and the email is sent (as long as those options are enabled for the matter). The bill is also marked as Finalized and moved to the Bills list. You can also view the invoice by going to the Billing > Invoices page for the matter. 

Performing Other Tasks on a Bill or Set of Bills

The Bill Production page includes other actions you can perform on selected bills besides producing the bills.

To use these options:

1. In Actionstep, go to Billing > Bill Production. The Bill Production page appears.
2. Using the checkboxes, select which bills you'd like to work with. If you don't select any bills, you can work with all bills in the list.
3. Click any of the options above the list. Which options are available depends on whether you've selected any bills. (See the table below for descriptions of each option.)
   • If haven't selected any bills, your options include Preview all and Revert all to draft. 
   • If you've selected just one bill, your options include Preview, E-Billing, Revert to draft, Email manually, and Create payment.
   • If you've selected two or more bills, your options include Preview, E-Billing, and Revert to draft.
4. Complete any other information or confirm any actions as a result of which action you choose. 

The following table describes each of these options in greater detail:

Related Articles:

• About Actionstep Billing
• Creating a Bill for a Specific Matter
• Using Mass Billing