Segregating timekeepers on invoices

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Brad Jackson

• April 01, 2019 22:22

I was surprised to learn that you cannot set out the subtotals for individual timekeepers on an invoice. This seems like a bsiac feature that should be included in any billing program, even a basic one, which this purports to be better than. 

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• Official comment

  

  Patrick Vernallis

  • April 15, 2019 20:56
  • Edited

  Hello Brad and Elizabeth!
  
  It is possible to include a breakdown of the per-timekeeper subtotals on an invoice. To enable this setting you will need to edit your invoice template. Please see the following steps:
  
  

  1. Top right, click your name and select Settings.
  2. Click on the Invoice Setup tab.
  3. Click the pen/pad icon along the right-side of the page for the desired template.
  4. Scroll down to the section for Invoice Add-ons and enable the setting labeled "Attach User Hours Summary"
     **If you have multiple matters on a single invoice, the breakdown of per-timekeeper subtotals can be grouped by-matter.
  5. Click the Save button.

  For more information about how to edit your invoice template, please see this Support article: https://support.bill4time.com/hc/en-us/articles/204251160-How-do-I-edit-an-invoice-template- 

   

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  Elizabeth Breakstone

  • April 03, 2019 17:26

  I agree! 

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