The Bill4Time Blog

Bill4Time has released the latest updates and changes to the Bill4Time system. In addition to numerous fixes and improvements, here are some noteworthy additions.

New Dashboard Widget: The Time Entry Grid

Now you can quickly enter time entries right from the dashboard. Once you choose the client, project, and hours, a time entry will be created immediately. Any changes or additional information you include will be saved as soon as you finish typing. Click the “plus” icon to create another entry, or click the “clipboard” icon to bring up the detailed time entry screen.

Summary Invoices

If you prefer to create invoices with summary of services instead of showing detailed line items, is there is a new “Invoice Summary” tab when creating invoices. When creating an invoice, click the Summary Tab and check the “Use Summary” checkbox. Enter in your summary text below and click “Save.” This particular invoice will now appear in summary form.

Writing Up or Down an Invoice

This new feature allows you to have a set billable total for labor and expenses regardless of activity performed. This is for people who need accurate details of the hours worked and standard rates, but want to adjust the invoice total, usually to match a pre-arranged amount.

To write up or down an invoice, find the “Labor Total” and “Expense Total” edit boxes on the Invoice Details screen. Check the box to indicate you would like to adjust the total, and enter the adjusted amount. Bill4Time will automatically adjust all the records to match the set total. The amount prior to adjustment will not be displayed on the actual invoice.

Coming Soon: Project Accounting

We are putting the final touches on the ability to manage accounting per project, in addition to per client. Expect an announcement in the coming days.

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The new invoice template feature is here! It’s a completely new customization feature that we are introducing and will continue to expand upon throughout the year.

Invoice Designs

In addition to the standard invoice design that has always existed in the system, there are two additional designs to choose from. More designs will be added throughout the year.

Customizable Header & Footer

Use your company’s stationery on your Bill4Time invoices. You can change your header and footer to be text, an image, or just space for your letterhead.

Client Details

With the new invoice designs, you can customize the contact information for the client. You can make it as detailed or as basic as you want. The new designs allow you include additional client details: phone, fax, and a custom line. The custom line allows you to insert any extra information.

Specialized Templates Per Client

Create as many invoice templates as you need. You can assign one for the entire system that will be applied to all invoices, or create unique invoices for specific clients. Tip: when making an invoice template for a specific client, note that in the template name. This will make it easier for you to remember.

You will find the invoice templates under Settings > Invoice Setup. It is also located under the Invoice Presets tab of your Client Details screen. Want to learn how to design your own template, upload an image to your header, or assign a template to a client? Learn more about how to use the invoice templates in the Knowledge Base.

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