![]() If you need to create reoccurring Retainer Invoices for your Client, please click here for the instructions. Please Note: The Start Date is not chosen by default. From this page, you can upload your company logo. The date fields are located at the top right. To set up your client portal, go to Settings and click Manage Client Portal. The original amounts will be shown in a new column called WIP and the adjusted amounts under a column called Billable. Enter in the desired amount for Labor and/or Expenses. Once you've received the retainer, you may now add it as a deposit in the client's Trust Account tab. Of course, this feature is optional and can be turned off by the business so that the client can access the client portal without authentication, but this is not a best practice and Bill4Time does not recommend it. While the invoice is in Pre-Bill - click the check box for Labor Total and/or Expenses Total. ![]() This allows you to keep the original invoice saved for tracking purposes but will not show as outstanding. This is similar to my request to be able to generate an invoice for new billings that do not include outstanding invoices. Top left, in the Invoice Discount, put 100% and click Save.Go to Invoicing and find the invoice you created for the original request.When the retainer is received, you will want to zero out this invoice so it does not continue to add to the balance owed: Finalize and send this invoice to the client.Go to Invoicing - Create Invoice to Invoice this flat fee entry.Ideally, this information will be archived in the system for repeat clients. Click on the clipboard icon next to the template you would like to edit. Go to Settings (if you are an Admin) and click on the Invoice Setup tab. If you create an invoice and the Payments are not showing then the Payment History may be turned off in your Invoice Template. This includes the client’s name and address, the relevant dates, the legal services provided, the transaction amounts, and information about banks or financial institutions. Clients Previous Payments Not Showing on Invoice. Fill out the rest of the entry including the amount you want them to replenish at the bottom in the Flat Fee box The first step is verifying that the invoice has all the necessary information for approval.In the New Time Entry window, change the Entry Type from Hourly to Flat Fee on the top right.You can also include custom payment links on your invoices for. Create, print, or email professional invoices with Bill4Time software, complete with payment terms, late fees, discounts, and more. Open a new time entry for your Client/Project. This not only ensures you get paid, but it helps present more accurate information about the work you do for your clients.(Note: If you have already Finalized the invoice, the invoice will need to be Unfinalized before any further edits can be made.If you need to create a one-time Retainer Invoice for your Client please follow the steps below: A payment does NOT create an attorney-client relationship, and one should not. If you created the Pre-bill before entering the work entries, the invoice will need to be refreshed to pull in the new time logged in the system.įollow these steps to pull the new data into the existing invoice: bill directly from the electronic billing statement generated through Bill4Time. You can then create your new invoice with all of that time. Deleting will simply free those entries up for gathering into a new invoice. Deleting these Pre-bills will NOT delete the entries. ![]() If there is an Open Pre-bill then click into it and Delete it (you may need to delete multiple if there is more than one). Pull down the " Client" drop-down to the right to choose this particular client.If you create an invoice and some of the time you desire is not being pulled in you might already have a Pre-bill created for this client. When creating a new invoice the system it will pull all unbilled activity not previously billed or on a previous Pre-bill.
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