Just Announced: Customize IDs

Written by Kristin O'Neill in Blog
April 13, 2016:

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.

customize settings

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.

invoice number

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.

Written by Kristin O’Neill

Kristin O'Neill

Kristin is a subject matter expert (SME) of Bill4Time products. She manages a team of product specialists that help clients achieve success through streamlined processes for time tracking, invoicing and payments.

3 responses to “Just Announced: Customize IDs”

  1. Anita Roessmann says:

    hello,

    I have two clients that each have a large number of cases. Each case has its own invoice, of course. After I finalize an invoice batch, I have to create a PDF zip file in order to meet the client’s size limitations imposed by the client’s on-line claims submission system. Right now, I have to rename every single invoice. Can the new custom case ID be set up to appear as the name of PDF case invoice?

    Thank you,
    Anita

    • Kristin O'Neill says:

      Hello Anita! At the moment, the title of the PDF will pull from the invoice # and there is not a way to pull it from the Case ID at this time but I can certainly pass that suggestion over to our developers! If you have any further ideas or suggestions click here to submit them for others to vote on.

  2. Online timesheet says:

    A very well-developed post Thanks a bunch for sharing

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