New! Invoices Experience

The new Invoice Grid in Bill4Time brings a modern and intuitive experience for managing your firm’s invoices. With powerful filtering, sorting, and customization capabilities, the updated grid helps you locate, review, and act on invoices more efficiently than ever. This walkthrough will guide you through the layout, key features, and how to navigate and use the grid effectively.

Navigating the Grid

Accessing the Grid:

1. Log in to Bill4Time.

2. Click on the Invoices tab from the main navigation bar.

3. Use the “New Experience” toggle to the right of the main header to switch to the new invoice grid experience.

Layout Overview:

The invoice grid displays invoice records in a flexible and customizable table format. Key features such as column sorting, quick filtering, bulk actions, and inline email functionality are built into the grid for a seamless experience.

Using Filters and Search

Applying Filters:

The new grid includes enhanced filters that allow you to narrow down invoice results based on a variety of criteria:

• Type 

• Client 

• Matter 

• Account Manager 

• Invoice Status

  • Pre-Bill

  • Finalized

• Payment Status

  • Unpaid

  • Partial Payment

  • Paid

  • Over Payment

• Email Status

  • Not Sent

  • Sent—includes rejected/opened/pending

• Created Date

• Invoice Date 

Use the Clear Filters button to reset all filters to default settings.

Search:

Quickly locate specific invoices using the search bar. You can search by:

• Invoice ID

• Client name or ID

• Matter name or ID

• Description

Customizing the Grid

Sorting:

All columns are sortable in ascending or descending order. Click on a column header to apply sorting.

Adding/Removing Columns:

Click the Columns button to show or hide columns in the grid. Your selections will be saved for future sessions.

Reordering Columns:

Drag and drop columns to rearrange them in the order you prefer.

Grid Actions

Print, Email, Export:

Located at the top-right of the grid, these actions allow for:

• LEDES Export
  • Export multiple invoices at once in LEDES format when filtered to "Invoices Only"
  • For more information, click here

• Email 

  • Email multiple invoices at once when filtered to "Invoices Only"
  • For more information, click here
• Print

• Export to Excel