When finished - click the Save button on the upper right to apply the discount.If clicked, this will allow you to select if you would like to apply the discount to either Labor Only, Expenses Only or both. You will also see " Discount Options" in blue.If it is Finalized, you will need to Unfinalize the invoice first.) ( Note: Please make sure the invoice is in a Pre-Bill status. Pull down the drop down to choose between Percentage or Flat Fee and enter in your amount. On the left, you will see the Discount option.Go to Invoicing from your navigation bar and select the invoice you would like to add a discount on.A payment does NOT create an attorney-client relationship, and one should not. Invoices can be discounted by a flat fee or a percentage, which can be applied to Labor and/or Expenses. bill directly from the electronic billing statement generated through Bill4Time. ![]() Note: This will not update previously created invoices. If you are setting this up for a Project, please make sure you uncheck the " Use Client Settings" box so you are able to fill in those fields. Bill4Time has released many updates to the Mobile & Desktop applications recently including the new macOS download The Desktop application allows you to track time and expenses both online & offline. ![]() Enter in the amount and also set a default to apply to Labor, Expenses, or both. You will see the Invoice Discount field to the left, which you can either set to Percentage or Flat Fee. You may also go to Projects (or whatever your mnemonic is for this term) and click on the specific project you'd like to set this to.įrom there, click on the clients' or projects' Invoice Presets tab and click on the blue Edit button. If you print this out, it will not necessarily print the statements separately.Discounting at the Client Or Matter Levelįirst, go to Clients in the navigation bar, then from here click on a specific client. Note: If you select multiple clients/matters and then click the "Create Statement" button, the popup window will include ALL of the statements together. Invoice your clients, or send time to your accounting software, in a matter. Pull down the menu next to " Client Status" and choose either " All Clients" or " Disabled Clients".These users will have basic access to Bill4Time for viewing clients and projects, entering time and expenses towards them, and reporting. Click Invoicing from your Navigation bar Step by step instructions for setting up the invoice templates on Account, Client and Project levels.To create a statement for Disabled Clients, follow the steps below: On average, clients are 70 more likely to pay your invoice in full faster if an online payment option is available. A popup window will open and you can print the statement from there. Your clients are used to the convenience of paying online and it’s the easiest way to get them to act. Check the box next to the Clients and/or Matters that you want to generate a statement for.It seems to me this is a 'Statement' process and. Its a pain to generate a new invoice for new billings and have the previous invoice balance show up on the new invoice. I bill my two largest clients on a two week cycle. On the top right, you can also choose a "Start Date" & "End Date" for the statement if desired as well. This is similar to my request to be able to generate an invoice for new billings that do not include outstanding invoices.In the top left " Statement Filter" dropdown menu, choose either " No Filter" (all clients), or choose to filter for only " Clients with outstanding balances".The client can not see that I spent, say a 1/2 hour, on a. In other words, an Opened label guarantees that the e-mail was in fact opened, but the absence of an Opened label does not necessarily mean the e-mail was not. If I override a specific line item currently, only the billable time will display on the invoice. Click on Invoicing on the main menu bar. However, if your customer’s e-mail client does not load images automatically (which some do not), Bill4Time will not be able to tell if the Invoice has been opened or not.This way, you make reference to a past invoice without resending the invoice. ![]() Statements are used when you have to send a document saying that a previous invoice was not paid in full.
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