Setup & requirements
| This feature is currently in Feature Preview for Early Adopters. If the consolidating billing option is not available for your contact records, in your system, you can turn it on by going to Admin > General > System Preferences and turning on the '' option in the Feature Preview section. |
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To setup a participant for consolidated billing, consolidated billing must be enabled in the participant’s contact record. This setting can be found in the accounting section of a contact record.
Once enabled, additional settings can be defined.
Invoice template
This is the template that will be used when the consolidated bill is produced.
Send to email address
Here you can define the email address or addresses that will receive a copy of the bill once it is produced.
Email template
This template will be used to email the consolidated bill once it is produced.
No. of copies to print
This controls the number of copies that are printed when the consolidated bill is produced.
Creating consolidated bills
From Billing > Mass billing
From the mass billing screen, select multiple bills with the same client(who has consolidated billing enabled in their contact record). Next, select Bill selected on the viewbar.
The resulting draft invoice will appear as one item on the Draft invoice screen.
From here it can be approved, or individual bills can be edited.
From Matter billing
When a matter’s billable party has consolidated billing enabled, it is noted on the matter billing options screen: |
To create a consolidated bill from a matter, first create a draft bill for the matter.
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Note: When creating a bill that can be consolidated, a message appears at the top of the Create bill screen:
Next, create a draft bill on another matter with the same billable party and invoice date.
The consolidated bill can be accessed on the Draft bills screen:
Selecting the invoice number launches the Edit consolidated bill screen.
Editing consolidated bills
From this screen, the consolidated bill can be approved, previewed, or deleted. Selecting an invoice on this screen launches the edit screen for that invoice.
Paying consolidated bills
Once a consolidated bill is approved, it can be paid in several ways.
- Via the viewbar > Create payment option
- From the Edit consolidated bill screen > create payment
Using these methods, a New client receipt screen is launched with a list of all invoices for the billable party.
Alternatively, bills can be paid separately like any other bill in the system.
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See updated article in Actiosntep Help Center: https://support.actionstep.com/hc/en-us/articles/360033376754-Consolidated-Billing |