Use the Help Center
Bill4Time Subscription
- Welcome to Bill4Time Support
- Bill4Time Billing FAQ
- How do I update my payment information?
- How do I change my plan?
- Where can I view my Billing History?
- Annual Billing
Enterprise
System Settings
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 data fields be added to my account?
- Can I import my data from my other time billing system into Bill4Time?
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?
- What happens when I disable a user? Will their information be lost?
- Can I prevent users from adding entries to the previous month?
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 an 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.
Client Management
- How do I enter a starting balance for a client?
- How do I add a client?
- How can I track referral sources?
- How do I add a contact to my client?
- Can I have custom client IDs?
- How do I close or disable a client?
Project Management
- What are the different Project Billing Methods?
- Can I move a project from one client to another?
- Can I change the wording of certain features within Bill4Time?
- Can I make a Project Non-Billable?
- Client Level Email on Invoice for a Project
- Documents
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
Invoice Set-Up
- How to Setup Invoice Settings on an Account, Client, and Project level.
- How do I setup a Cover Letter?
- How to setup Late Fees on Invoices
- How do I set an invoice template for a specific client?
- Can I customize my Invoice Numbers?
- How do I take the "In Reference To" header off of my invoice?
Invoicing & Billing
- How do I create an invoice?
- Can I add an entry to a pre-existing invoice?
- How do I charge a flat fee for a project and create an invoice for it?
- How do I setup billing rates?
- How do I make an invoice batch?
- Invoice Management / Invoice Search
Invoicing in LEDES
Accounting
- Accounting Overview
- What is Accounting Isolation?
- How do I receive and apply a payment?
- Adding a Retainer
- Payment Workflow
- What are the different ways to credit or write down a bill?
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?
- Running Reports for 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
- Client Portal Introduction
- How do I setup & use the Client Portal?
- How do online payments work?
- Can I integrate with LawPay?
- ACH Setup with Stripe through the Client Portal
- Can I automatically send Invoice Emails?
Quickbooks 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?
