Use the Help Center
Getting Started
Account & System Settings
Users & User Permissions
- User Types and Uses
- Adding New User Profiles
- Reactivate or Disable a User
- Limit Time Entries (previous month)
- Update User Permissions
- Remove User Access By Client
Time & Expenses
- Expense Entry
- Time Entry
- Adding Time and/or Expenses
- Customize Billable Activity and Expense Lists
- Edit a Time Entry
- I’m trying to change the date of the entry but it won’t stick. Why?
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
- Bill4Time's Beta Access Program
- Custom Fields
- Custom Lists in Bill4Time
- Client Locations Feature
- Bill4Time Documents
- Conflict Check
Integrations
Rate Locks
Statements
Security
Troubleshooting
Bill4Time Payments
- Benefits Of B4T Payments
- Bill4Time Payments: Add New Bank Account for Online Payments
- Bill4Time Payments: Pay Now Button
- Bill4Time: Payment Plans
- Bill4Time: Payment Methods
- Bill4Time Payments: Link2Pay
Data Migration & Imports
- Import Previous Data Into Bill4Time
- Clone/Transfer Data to New Account
- Migrate data from Clio
- Formatting Data for Clio import
- Migrate data from Timesolv
- Migrate data from Timeslips
Plans & Subscriptions
- Bill4Time Subscription FAQ
- Reactivating a Subscription
- Coming Soon! Subscription Page Updates
- Credit Card was charged $10.00
- 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
- Changing the Status of Project (Matter)
- Project Billing Methods
- Add a Project Contact
- 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
- New! Invoice Summary Report
- Originating Attorney Fields and Report
- Reports Overview
- Reporting Tips and Common Questions
- Running Reports for Disabled Users, Clients, or Projects
- Commonly Used Reports
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
- Can I hold back on importing certain items into QuickBooks and import them later?
- QuickBooks Connector Error - "AddInvoice: Invalid Reference Id : Categories cannot be used in transactions."
- QuickBooks Update 12/9/2019
- QuickBooks Integration Overview
- Will my invoice import again if I have made adjustments and imported it to QuickBooks before?
- How do I reset my QuickBooks Desktop Integration?
