Use the Help Center
Bill4Time Subscription
- Welcome to Bill4Time Support
- Bill4Time Billing FAQ
- Are there any additional fees to the monthly subscription?
- How do I activate my account & put in my credit card information?
- I activated my account but it want to choose a different plan, how can I do that?
- How do I upgrade my plan?
Dashboard
Account
- Can I lock in my rates as of a certain date?
- How Do I Clear My Web Cache and Cookies?
- Webinars
- API Integration
- Can Custom Fields be added to my account?
- Can I download a backup of all my data?
User Types & Permissions
Time & Expenses
- Where can I add Time & Expenses in the program?
- Can I prevent users from adding entries to the previous month?
- When I edit an entry I only see a Duplicate and Cancel button.
- What does it mean where there is a Pad Lock on an entry on my Dashboard?
- What does the “Reimburse” box in an expense for?
- Can I customize the Activity and Expense lists when adding time/expenses?
Client Management
- How do I enter a starting balance for a client?
- How do I add a client?
- How would I be able to track referral sources?
- How do I add a contact to my client?
- What does Flat Fee (All Users) do?
- Can I have custom client IDs?
Project Management
- What are the Billing Method options in the Project?
- New Document Dashboard
- How do I add a new Project?
- Can I assign a project to multiple clients?
- Does the user have to be assigned or subscribed to a project in order to be able to add time?
- I bill each of my projects separately under my client, how do I do this?
Scheduling
- How do I schedule events?
- Can I add scheduled events from the project screen?
- Why are Saturdays not appearing on my calendar?
- How do I convert scheduled events into time entries?
- Can I view the schedule for a certain user or all users in my account?
- How do I assign tasks for others in the office?
Task Management
Invoicing & Billing
- What do I need to know when exporting to LEDES?
- How do I create (or generate) an invoice?
- How do I charge a flat fee for a project and create an invoice for it?
- How do I setup billing rates?
- Can I add an entry to a pre-existing invoice?
- Can I automatically send Invoice Emails?
Accounting
- How do I setup my Trust Account?
- How to Add a Retainer
- What is Accounting Isolation?
- How do I add and apply a payment?
- 2018 Payment Workflow
- What IOLTA Trust functions are in Bill4Time?
Reports
- Can I run a report for more than one client at a time?
- Do you have a Reports Overview?
- How to Run a Report to Include Previously Disabled Users, Clients, or Projects
- Is there a report that will show me all the invoices I've emailed from Bill4Time?
- Do I have to apply payments to invoices to run all Accounting reports?
- What report can I run to get the totals in Trust per client?
Client Portal
Quickbooks Integration
Desktop Widget & Mobile
- Is there a way I can reload the mobile application to see if anything new was added online?
- Can I add Clients and Projects from the Desktop application?
- How do I download the Mobile application?
- How do I download the Desktop application?
- Do the entries made on the Widget sync automatically when saved?
- Can I still enter time offline with the Mobile/Widget applications?
