Client Portal FAQ

Display Balances in Client Portal

For a Client to see both the Invoice Amount and the Amount remaining on the Invoice, the "Display balances" setting will need to be set to "Yes". When the Client is in the Portal the Invoice Amount and the Amount remaining will show on the right. 

To adjust this setting please follow the instructions below: 

• From the upper blue bar click on your name 
• Select "Settings" from the dropdown (If you're not seeing "Settings" after clicking on your name, you would need to contact a System Administrator for assistance with updating these settings.) 
• Click on the "Client Portal" subtab
• Scroll down to the "Display balances" option 
• Select the desired button so it's blue 

View Account History in Client Portal

Selecting “Yes” for the "Allow clients to view their account history?" option will allow your clients to view their billing and payment history via the Client Portal.  If "Yes" is selected, your Clients can pay any outstanding balances across their account as a whole, however they must log into the Client Portal to do so. If you have selected "No", then your Clients will only be able to pay for the currently linked Invoice. 

To adjust this setting please follow the instructions below: 

• From the upper blue bar click on your name 
• Select "Settings" from the dropdown (If you're not seeing "Settings" after clicking on your name, you would need to contact a System Administrator for assistance with updating these settings.) 
• Click on the "Client Portal" subtab
• Scroll down to the "Allow clients to view their account history?" option 
• Select the desired button so it's blue 

Automatically Send Invoice Emails

Client Portal Settings can be set so that Invoice Emails are sent as soon as an Invoice is Finalized (as long as they have accepted your invitation to the Client Portal).  Any desired recipients will need to already have been invited to the Client Portal, accepted their invite, and created a login.

To adjust this setting please follow the instructions below: 

• From the upper blue bar click on your name 
• Select "Settings" from the dropdown (If you're not seeing "Settings" after clicking on your name, you would need to contact a System Administrator for assistance with updating these settings.) 
• Click on the "Client Portal" subtab
• Scroll down to the "Send automatic invoice notification emails?" option 
• Select the "Yes" button so it's blue 

If you're not wanting to automatically send the Invoice Email to your Client, follow the sets above and select the No button.

Send Invoices to Multiple Email Addresses

When emailing an invoice from Bill4Time to a client it will pull from the "Email" option under the Clients account. Go to Clients and click on a client that you would like to add multiple addresses to. Click Edit Details and in the Email box enter in as many email addresses as needed separated by semicolons. Example:

Bill4Time@bill4time.com; Support@bill4time.com; Billing@bill4time.com; etc

Email Shows Unopened (when it was opened)

Tracking e-mail open data is accomplished using an image technique that is not 100% reliable. We can tell when an e-mail is opened because of a tiny invisible image that is included in the e-mail; when the image is loaded, Bill4Time is notified.

However, if your customer’s e-mail provider does not load images automatically (which some do not), Bill4Time will not be able to tell if the Invoice has been opened or not.

In other words, an “Opened” label guarantees that the e-mail was in fact opened, but the absence of an “Opened” label does not necessarily mean the e-mail was not opened.

Our developers are looking into ways to improve that if possible, but we are currently unable to force those providers to allow for our tracking to go through.