Use the Help Center
Getting Started/Account Settings
- Welcome to Bill4Time Support
- User Management
- Firm Settings - System Admin Setup
- System Tab
- Adding or Editing Clients
- Adding Or Editing Projects(Matters/Cases/ect)
Data Management Tab
Users & User Permissions
- User Types and Uses
- Adding New User Profiles
- Reactivate or Disable a User
- Limit Time Entries (previous month)
- Update User Permissions
- User Permissions: Limit Access to Specific Clients or Matters
Time & Expenses
- Expense: Edit Or Delete
- Expense Entry: Field Explanation
- Time Entry: Field Explanation
- Adding Time and/or Expenses
- Time Entry: Edit or Delete
- Bulk Time Entry (formally batch time entry)
Invoice Set-Up
- Invoice Template Add-Ons
- Changes not reflecting Invoice - FAQ
- Create Default Invoice Notes
- Invoice Statement/Header Text Setup
- Setup a Cover Letter
- Set up Invoice Late Fee's (automatic and manual)
Invoicing & Billing
- Create Invoice or Invoice Batch
- Late Fees Calculation
- Flat Fee Billing Method
- Invoice Template Design Options
- Split Billing an Invoice
- Add New Entries To Pre-Existing Invoice
Features
- Locations - Examples of How to Use
- Notifications: Beta Feature
- Bill4Time's Beta Access Program
- Custom Fields
- Custom Lists in Bill4Time
- Locations Feature
Integrations
Rate Locks
Statements
- Original Statements: Creating a Statement
- Statements: Download Options
- Emailing Statements
- Configuring Statement Settings
- Creating Statements
- Overview of Statements
Security
Troubleshooting
Bill4Time Payments
- Bill4Time Payments - Overview
- B4T Payments: 1099
- Bill4Time Payments: Add New Bank Account for Online Payments
- Bill4Time Payments: Pay Now Button
- Bill4Time: Payment Plans
- Bill4Time: Payment Methods
Data Migration & Imports
- Data Import: Overview
- Data Import: Formatting MyCase Exports
- Data Import: Formatting Rocket Matter Data
- Data Imports: User ID's
- Data Import: The Process
- Clone/Transfer Data to New Account
Plans & Subscriptions
- Bill4Time Subscription FAQ
- Subscription Changes
- Reactivating a Subscription
- Subscription Page - Manage your Subscription
- Enterprise Features
- Enable/Remove Enterprise Account Add-On
Dashboard
Client Management
- Client Management
- Client Starting Balance
- Permanently Delete a Client
- Add a Payment to a Clients Account
- Add a contact to Client(s) or Project(s)
- Custom Client IDs
Project Management
- Add a New Project/Matter
- Move A Project From One Client to Another
- New! Bulk Update Matters
- Changing the Status of Project (Matter)
- Project Billing Methods
- Client Level Email on Invoice for a Project
Calendar
Task Management
Invoicing in LEDES
Accounting
- Accounting Overview
- Accounting Isolation
- Locate & Apply Payments for all Clients
- Locate & Apply Payments for a Specific Client
- Processing Refunds in Bill4Time
- Resolve Overpayments
Trust Accounting
Reports
- Account Activity Report
- Account Balance Report
- Accounting Reports: Applying Payments
- Collections Report II
- Commonly Used Reports
- Historical Rates Report
Client Portal
- Benefits of Online Payments
- Client Portal Introduction
- Convert Personal PayPal Account to a Business Account
- Guest Access to the Client Portal
- Client Portal FAQ
- ACH Setup with Stripe through the Client Portal
Quickbooks Integration
Mobile Apps
B4T API
- API Overview
- B4T API: Bank Accounts (V2)
- B4T API: Client User Billing Rates (V2)
- B4T API: Clients
- B4T API: Contact Connections
- B4T API: Contacts
