Use the Help Center
Getting Started
Troubleshooting
Data Migration & Imports
- How do I import my previous data into my Bill4Time account?
- How do I migrate data from Clio?
- Does my previous data from Clio need be formatted a specific way for import?
- How do I migrate data from Timesolv?
- How do I migrate data from Timeslips?
- How do I migrate data from Sage Timeslips 2016-17?
Account & System Settings
- Can I lock in my rates as of a certain date?
- Integration and Settings Options for Admins Using NetDocuments
- NetDocuments Integration
- NetDocuments Linking, and Document Storage tab
- Settings Overview
- API Integration
Plans & Subscriptions
- Bill4Time Subscription FAQ
- My credit card was charged for $10 but my subscription is a different amount?
- How do I change/upgrade my current plan?
- Where can I view my account's subscription billing history?
- How do I update my credit card information?
- Can my subscription be billed Annually instead of Monthly?
Enterprise
Users & User Permissions
- What are the different User Types for?
- How do I setup a user?
- How do I disable a user?
- How do I reactivate a user?
- If I disable a user, will their information be lost?
- Can I prevent users from adding entries to the previous month?
Dashboard
Client Management
- Client Management
- How do I enter a starting balance for a client?
- How to Permanently Delete a Client
- How do I add a client?
- How do I add a payment to a client's account?
- How do I add a contact to my client?
Project Management
- How do I add a new Project?
- What are the different Project Billing Methods?
- Can I move a project from one client to another?
- How to Permanently Delete a Project
- How do I add a contact for a project?
- Can I make a Project Non-Billable?
Time & Expenses
- Where can I add Time & Expenses in the program?
- What is required when entering time and expenses?
- Can I change the order of my time entries on my invoice?
- How do I move a time/expense entry from one client to another?
- Can I customize the Activity and Expense lists when adding time/expenses?
- When I edit an entry I only see a Duplicate and Cancel button.
Scheduling
Task Management
Invoice Set-Up
- Invoice Template Add-Ons
- The URL, Page #s, etc., are showing on my printed invoice. How do I stop this?
- What does the Save and Duplicate button in Invoice Templates do
- I've updated my Invoice Notes but outdated information is still showing on the Invoice
- How do I create Default Invoice Notes?
- How to Setup Invoice Settings on an Account, Client, and Project level.
Invoicing & Billing
- How do I create an invoice?
- How do I make an invoice batch?
- Can I add an entry to a pre-existing invoice?
- How do I create statements for my clients?
- How are Late Fees Calculated?
- How do I charge a flat fee for a project and create an invoice for it?
Invoicing in LEDES
Accounting Best Practices
Accounting
- Is there an easy way to locate and apply any "unapplied" or "partially applied" payments for one specific client?
- My client paid more than they owe, how can I resolve this?
- Accounting Overview
- What is Accounting Isolation?
- How do I add/deposit a Retainer into my client's account?
- How do I locate and apply any "partially applied" and "unapplied" payments for all Clients in my system?
Trust Accounting
- How do I setup my Trust Account?
- What do all the terms mean under Trust Accounting?
- How do I pay outstanding invoices from the Trust Account?
- What IOLTA Trust functions are in Bill4Time?
- How do I show Trust Account activity on my invoices?
- Can I delete trust accounting entries?
Reports
- Can I run a report for more than one client at a time?
- Do you have a Reports Overview?
- Reporting Tips and Common Questions
- Running Reports for Disabled Users, Clients, or Projects
- Commonly Used Reports
- How do I set report filters as Favorites?
Client Portal
- Client Portal Introduction
- How do I setup & use the Client Portal?
- How do I convert my personal PayPal account to a business account?
- How do online payments work?
- Do Clients Need To Create A Portal Login?
- How Can Clients See Their Invoice Balance In The Client Portal?
Quickbooks Integration
- QuickBooks Update 12/9/2019
- How do I integrate with QuickBooks?
- QuickBooks Connector Error - "AddInvoice: Invalid Reference Id : Categories cannot be used in transactions."
- Will my invoice import again if I have made adjustments and imported it to QuickBooks before?
- How do I reset my QuickBooks Desktop Integration?
Mobile Apps
- 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 Apps sync automatically when saved?
- Can I still enter time offline with the Mobile/Widget applications?
