In addition to basic invoice template settings, Bill4Time offers invoice add-ons to help display additional information for your Client. This article will show you how to enable the add-ons and describe them more in-depth.
Here are the steps to enable Invoice Add-Ons for your templates:
- Click on your name at the top of the screen and then select Settings from the drop-down menu
- Click on the Invoice Setup tab
- Click on 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 Expense receipt attachments will display at the end of the invoice. 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 account. When you enable this Add-On, your Client's trust transactions that occurred during the billing period contained on the Invoice will be presented. Below is an example of how the Trust Summary appears.
You also have 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 a table will be included at the bottom of your Invoices that will display 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 appears.
You also have 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 you will see a breakdown of your Clients past dues balances for 30, 60, and 90 days from the current Invoice date at the bottom of the invoice. Below is an example of how the A/R Balance Summary appears.