New Invoice Line Item Feature!

When creating invoices you now have the ability to view and choose the entries that show on the invoice prior to creating it. To go through this process, follow the steps below:

1. Click Invoicing from your blue menu bar
2. Click the Create Invoice button
3. Check the box next to a specific client and a plus icon next to their projects will appear
   
4. Click the plus icon and the Labor and Expense items will drop down showing you the available entries
5. You can check or uncheck these boxes to exclude any entries you may not wish to bill at this time
6. Once finished, scroll up and click Save to create the invoice.

What this will do is exclude the entries from the invoice leaving them set to unbilled allowing you to invoice them again at a later time. You can of course edit your batch to bring these entries back into your current invoices if needed. Note* This will not change the status of the entries to “non-billable” or “exclude from invoice”

 

Since the release of the Bill4Time New Design in May of this year, we have received amazing feedback. We put a sincere effort into making the new version as seamless of a change as possible. With that said, you may have missed a few new features we’ve released over the last few months. See below for a complete list of features and updates:

General

• In your menu bar at the top you will see a plus icon which you can pull down to create a new Client, Project, Time Entry, Expense, Internal Time, Invoice, or Payment from any page you are on.

Dashboard

• Design update to remove all Adobe based widgets which helps with Mac products.
• Time Entry Grid allows for ABA Task Codes

Client & Project Management

• Add Time, Add Expense, and Create Invoice buttons have been added to the top of any Client and Project page.
• Print and PDF buttons have been added to the invoices shown through Accounting. You can also click on an invoice to be sent to the Invoice Details page.
• A Billed, Unbilled, and Total Balance section has been added to the Accounting overview.

Invoicing

• Under Find Invoice you now have the ability to filter by Client and Project.
• On the Invoice Details page, if the invoice is in a batch it will show the Batch ID which you can click to be sent to the batch details page.
• On the Invoice Details page, if you click Payments you now have the ability to apply payments that may have already been saved as well as receive new payments.
• Previous and Next buttons have been added to the Invoice Details page for invoices in a batch.

We encourage to continue submitting your feedback with suggestions for improvements! At the top right, click the question mark to access the Bill4Time Support Center, where you can submit a support request and send us your feedback.

We are looking forward to the future, and are dedicated to the goal of making Bill4Time the best timekeeping and billing system available!

 

Bill4Time is excited to reveal our updated look and new design!  In the top right you will see the “Preview New Bill4Time” link.  This will allow you to get a first look at the new design which includes:

• An updated modern visual design
• A consistent look and feel across the system
• Best of all, full use of your display size!

This new version of Bill4Time is just the first of many exciting new updates and features that will be available in the coming months. We’ve been working hard to make the new version faster, easier to navigate, and more user-friendly. It has been crafted to reflect the needs of you, our current users, but also builds upon technology capable of addressing your future needs and growing with your business.

We encourage you to sign in and go through your normal workflows, as we put a sincere effort into making the new version as seamless a change as possible. The new website is full of helpful resources that are located at the top of every page. At the bottom of any page in the new version, you will have an option to switch back to the Legacy version of Bill4Time during this preview period.

We would love to hear your feedback on Bill4Time’s new look and feel! At the top right, click the question mark to access the Bill4Time Support Center where you can submit a support request and send us your feedback.

We are looking forward to the future, and are dedicated to the goal of making Bill4Time the best timekeeping and billing system available!

Customization is a crucial part of any software and with Bill4Time you can customize the system to fit your needs. Within your Settings, there are system preferences such as establishing common key words and phrases that will be used throughout the software – like your Project, Labor,  Activity, and Tax mnemonic terms. You also have the ability to customize your IDs by selecting these options in your settings. With our latest release, the ability to customize your Invoice Numbers is now available.

By default you will always have the option to customize your Client ID’s when adding new clients in the system. Under your Settings you can also enable the ability to customize your Project and Invoice numbers as well. Once these fields are checked in your Settings you can go through and change your Project ID’s and Invoice Numbers at any point.

Once you go through Invoicing – Create Invoice to create a new invoice, the bill will be assigned a specific Invoice number. You can then change this to any number (or letter) and click Save to keep that new invoice number set on that specific invoice. With this option you can now set your own custom invoice numbers for each of your invoices.