Use the Help Center
Statements
Security
- Delete Your Account
- Setting up MFA
- Session Time-Out
- Is it possible to clone/transfer my data into a new account?
- How do I change my username or password?
- Export & Backup Account Data
Troubleshooting
Bill4Time Payments
- Bill4Time Payments benefits over other payment processors?
- NEW: Payment Plans!
- New Feature: Payment Methods
- Link2Pay
- Can I pay multiple invoices at once with one credit card payment?
- How do I record an online credit card payment on behalf of my client?
Data Migration & Imports
- Import Previous Data Into Bill4Time
- Migrate data from Clio
- Formatting Data for Clio import
- Migrate data from Timesolv
- Migrate data from Timeslips
- How do I migrate data from Sage Timeslips 2016-17?
Account & System Settings
- NetDocuments Integration
- Rate Lock Process
- Settings Overview
- API Integration
- Can I change the wording of certain features within Bill4Time?
- Conflict Check
Plans & Subscriptions
- Bill4Time Subscription FAQ
- My credit card was charged for $10 but my subscription is a different amount?
- Change/Upgrade Current Plan
- View Billing History
- Update Account Billing Method
- Can my subscription be billed Annually instead of Monthly?
Enterprise
Users & User Permissions
- What are the different User Types for?
- Setting Up New User Profiles
- 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?
- Can I move a project from one client to another?
- How to Permanently Delete a Project
- Project Billing Methods
- How do I add a contact for a project?
- Can I make a Project Non-Billable?
Time & Expenses
- What is required when entering time and expenses?
- Where can I add Time & Expenses in the program?
- 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?
- Customize Billable Activity and Expense Lists
- When I edit an entry I only see a Duplicate and Cancel button.
Calendar
- Google Calendar Events
- Google Calendar Integration
- How do I add Calendar events?
- Can I schedule calendar events within the project?
- How do I convert calendar events into time entries?
- Can I view a calendar or calendar event for a certain user or all users in my account?
Task Management
Invoice Set-Up
- Invoice Template Add-Ons
- 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.
- Invoice Statement/Header Text Setup
Invoicing & Billing
- Create Invoice or Invoice Batch
- How are Late Fees Calculated?
- Flat Fee Billing Method
- Invoice Template Design Options
- Split Billing an Invoice
- Add New Entries To Pre-Existing Invoice
Getting Started
Invoicing in LEDES
Accounting Best Practices
Accounting
- Accounting Overview
- Accounting Isolation
- Locate & Apply Payments for all Clients
- Locating "unapplied" or "partially applied" payments for one specific client
- Is there a way to process refunds for my clients?
- Resolve Overpayments
Trust Accounting
- Trust Account Setup
- Trust Accounting
- Pay outstanding invoices from 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
- Originating Attorney Fields and Report
- 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
- Why are my emailed invoices showing as unopened - when I know they were?
- Should I be utilizing online payments?
- Invoicing and Portal Update
- Client Portal Introduction
- How do I setup & use the Client Portal?
- How do I convert my personal PayPal account to a business account?
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?
Mobile Apps
- Add a Desktop Shortcut to the Bill4Time Web Application
- Is there a way I can reload the mobile application to see if anything new was added online?
- How do I download the Mobile application?
- Do the entries made on the Apps sync automatically when saved?
- Can I still enter time offline with the Mobile application?
- How do I manually sync my account on Android?
