In addition to your basic invoice template settings, Bill4Time offers a few invoice add-ons that can help display additional information to your Client. This article will show you how to enable add-ons and what each one does.
Here are the steps on how to get to the Invoice Add-Ons for your templates:
- Top right, click on your name and select Settings
- Go to the Invoice Setup tab
- Click the clipboard icon next to the template you have chosen to edit
- Scroll down to Invoice Add-Ons
- Place a check mark next to the Add-On you wish to enable
- Click Save
Attach Receipts: When entering an Expense into Bill4Time, you can attach a picture of your receipts. When you enable this Add-On, at the end of your Invoice, Expenses that have receipt attachments will display. Each attachment will display on it's own page.
Attach Trust Account Summary: When you're on the Legal Pro plan, you have the option to keep track of the transactions in your Client's Trust accounts. When you enable this Add-On, it will show your Clients all the transactions that happen in their Trust account during the billing period on the Invoice. Below is an example of how the Trust Summary looks.
This Add-On also has the option to "Hide Trust Account Summary with No Activity." When this setting is enabled, if your Client's Trust account has no recent activity the Trust Account Summary will not show on the Invoice.
Attach User Hours Summary: When this Add-On is enabled, included at the bottom of your Invoices will show a table that displays totals of the Hours and Rates for every User who has Time entries on the Invoice. Below is an example of how the User Summary looks.
This Add-On also has the option to "Group details by Matters." When you have an Invoice that has multiple Projects on it, there will be a separate User Summary at the bottom of the Invoice for each Project.
Attach A/R Balances Summary: When this Add-On is enabled, included at the bottom of your Invoices will it will show a breakdown of your Clients past dues balances for 30, 60, and 90 days from the current Invoices date. Below is an example of how the A/R Balance Summary looks.