Bill4Time Client Portal Update!

As we come close to the holiday, we have some gifts of our own to celebrate! There are two new Client Portal updates available now in Bill4Time!

Invoice Email link expiration: You can now choose a specific time frame of when your invoice email links expire. Choose between 30 days, 60 days, 90 days, 6 months, 1 year, or Never. You’ll notice our recommendation for your links would be up to 60 days. The main advantage of a lower time frame for expiration is for security for both your company and your client.

To update this, top right click your name and select Settings. From there, go to your Client Portal tab and click to manage your client portal. Once you sign in, scroll down to your Settings to choose your expiration timeline.

Project Email: By default, when emailing your invoices the system pulls the email address as entered in the client’s details.  However, you can now set an email address at the project level, which will override the client’s email. This comes in handy if your invoices have a different recipient on a per-project basis.

To update this, click Projects in your blue menu bar and click on a specific project. From there, click Edit and you will see the “Email” field to the left. Fill this in and click Save. Now when you go to email your invoice it will pull this address by default instead.

Keep a look out for our next New Years article which will outline all 2016 features and give you a brief look at what’s to come in 2017!

 

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!