Does your client need an aging report?
The new A/R Balances Summary reports the status of un-paid balances directly on your client’s invoice. To get started with this new add-on, log into your account and below the welcome message, select settings.
Within your Firm Settings, navigate to:
Invoice Setup |
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| This add-on can be applied to one or all new and existing templates.If you need an A/R Balances Summary for some and not all clients, create a separate template and apply at the client level. |  |
Once a template has been chosen to adjust, click:
Edit Settings Icon |
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Located at the bottom in the Invoice Add-Ons group, select Attach A/R Balances Summary:
Checkbox & Save |
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| Your Invoice Template will now show balances that are current and 30/60/90 days past due. |  |
This add-on is a product of our Ideas & Feature Requests page. Do you need a feature or have an idea for Bill4Time? Submit a request here.
Is there a way to customize the message on this A/R report? The feature is great, but would like to use a gentler message than please remit payment immediately.
Hello Nicole, at this time, there is not a way to customize the message but we can certainly pass that suggestion over to our developers.
Some of my contracts with clients require them to replenish their retainer each billing period. In other words if they gave me a $2500 retainer and I worked 8 hours at $250 an hour, I will bill them $2000 in order to keep their retainer balance at $2500. Do you have an invoice template for replenishing retainers?