Client Billing

Get sales, get work done, get paid.

Time and Fixed-Fee billing

Bill matters based on time, fixed fees, or both! Actionstep’s fixed-fee billing lets you set up an expected payment schedule, which can also be linked to steps in a workflow. On each step, you can specify whether an invoice needs to be created, or a payment needs to be received before allowing the user to move to the next step. This helps ensure that all matters are billed and paid for at the appropriate time.

Rate-sheet overrides

Each role defined in Actionstep is assigned to a rate sheet, which is used whenever a user enters in a time record or entry. In some circumstances, you may need to override the rate for a role. These can be overridden by:

Expense recovery

Easily add disbursements to matters using templates in Actionstep. These will set default amounts, and select the appropriate accounts. Supplier invoices can also be coded to matters, either as a whole invoice or on a line-item basis.

When the time comes to bill the matter, you will be prompted to include the expense items in the client bill to recover your costs.

Work-in-Progress (WIP) management

All WIP is displayed on a matter, which can help you decide whether to bill, or put on hold. Source records can also be accessed so you can make adjustments as required. Once it is linked to an invoice, you can make further adjustments without altering source records, and if you delete an invoice, the original WIP will be returned to the pool.

Handy reports can also show you WIP on a matter, or by team member.

Flexible invoice layouts

Actionstep gives you complete control over the invoice layouts using our powerful document generating technology. The templates are Microsoft Word documents that you can easily edit to suit your requirements. You can start from scratch, or use one of our built-in templates as a starting point.

Payment allocations

For practices on a cash accounting basis, you can select the order in which partial payments are applied to invoices. For example, you may specify that disbursements get cleared before attributing fees to time keepers.

Get paid online

(Only available for the US. Coming soon to other regions)

This is made possible by Actionstep’s fully integrated back-office capability.

How it works:

Rates

Actionstep uses ProPay to bring you the best direct rates, with no middleman. ProPay uses a blended rate so there is no guesswork, and you don’t have to worry about high-price reward cards.

The rates are as follows:

Funds are deposited to your bank within 2 business days. There are no early termination fees, and you can cancel at any time.