Adding or Editing Clients

At the top of your Bill4Time screen, you will see the menu bar.  This menu bar will help you navigate through Bill4time. This help article will cover the Client Tab, this tab will show a list of all clients a user has access to (depending on their permissions). By using the search bar, users can quickly find a specific client by searching by keywords in their name.

Client Name: The only Required Field to create a client.  We recommend using the format "First Name Last Name" for the best formatting in all of Bill4Time.

Account Manager:Assigning an account manager in B4T enables extra filtering, reporting, and elevated permissions, allowing them to see others' rates, time, and more.

Primary Contact:  You can add a contact for the client here. 

Billing Contact: A contact can be added here from your contacts. 

Billing Name: This is the name that will appear on the client invoices 

Status: Client Status can be active or disabled.  

Client Type: This field is a customizable field, to learn more read here.

VAT Number: Add a tax rate to your labor or expenses.

ABA Codes: ABA Codes features are available on the Legal Pro Plan.

Currency Code: When set at the firm level, clients will automatically follow the default currency unless changed here at the client level. Read more here. 

Currency Symbol: This is a free text box allows users to add the appropriate currency symbol.

Accounting Isolation: This will default to the firm default, but at the client level can choose client or matter isolation independently. Read more here. 

Minimum Trust Balance: Trust features are available on the Legal Pro Plan.