Saving Invoices to NetDocuments

You can manage your invoices more efficiently by saving them directly to the associated matter within NetDocuments. 

Before you begin:

• Enable this functionality by going to Admin > General Settings > Feature Preview. Then toggle Save Invoice PDF to Netdocs to on.
• Set up a specific NetDocuments folder for finalized PDF invoices by going to Admin > Integrations > NetDocuments and click Manage. Under Automatically save invoice PDFs to NetDocuments, review and update the Invoice default folder name in NetDocuments field with the folder name you want. (Client Invoices is the default folder.)

To save invoices to your Matters in NetDocuments:

1. In Actionstep, go to Billing > Bill Production.
2. Select the invoices you want to save to NetDocuments and click Produce. If you want to save all invoices in the list, don't select any and click Produce all. A confirmation message appears.
   NOTE:  You can also send a single invoice as an email attachment and a copy of the invoice PDF will be saved to NetDocuments. To do this, select the invoice and click Email manually. 
3. Review the information in the message and click Confirm.

Once the tasks defined in the process are complete, a notification will appear along the bottom of the page and you will receive a confirmation email that lists the number of invoices that were successfully saved as PDFs to NetDocuments. This email will also list those invoices that were not able to be saved which you will need to manually download and then upload to NetDocuments.