Time Billing

You can create bills from time records linked to completed tasks provided the tasks have:

• a billable rate sheet, and
• non-zero billable hours

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Fixed-Fee Billing and Progress Claims

You can setup scheduled payments within each matter to reflect your fee arrangements with your client. If you record time against a fixed-fee matter then you should mark that time as non-billable and then "confirmed non-billable" when you bill out the associated fixed fee.
See user guide document on Fixed Fee Billing for more information.

Bureau/Office Fees

Bureau or Office fees are those that you which to charge the client to cover random disbursements costs such as photocopying, courier fees, etc. Many firms do this differently but it is normally either a fixed charge that is added to the invoice or a percentage of the fees. 

There is not an automatic function for this in Actionstep so if you would like add this kind of fee to your invoices then you will have to do so manually by either adding to the WIP via a scheduled payment or adding a line item to your invoice while it is in draft status.

See Fixed Fee Billing for how you can add a Bureau fee to your Work In Progress (WIP)

See Understanding Headings and Line Items for explanations on how to enter in a line item to your invoice. 

Non-Billable Action Types

When you create an action type you can check the setting to mark it as non-billable. This will prevent users from putting billable time against non-billable actions. This can be changed on a matter-by-matter basis.

Rate Sheets

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