Bill4time client not not on invoice how to#

Any desired recipients will need to already have been invited to the Client Portal, accepted their invite, and created a login. Scroll down to the 'Allow clients to view their account history?' optionĬlient Portal Settings can be set so that Invoice Emails are sent as soon as an Invoice is Finalized ( as long as they have accepted your invitation to the Client Portal).If you have selected 'No', then your Clients will only be able to pay for the currently linked Invoice. If 'Yes' is selected, your Clients can pay any outstanding balances across their account as a whole, however they must log into the Client Portal to do so. Selecting “Yes” for the 'Allow clients to view their account history?' option will allow your clients to view their billing and payment history via the Client Portal. Scroll down to the 'Display balances' option.Select 'Settings' from the dropdown ( If you're not seeing 'Settings' after clicking on your name, you would need to contact a System Administrator for assistance with updating these settings.).From the upper blue bar click on your name.To adjust this setting please follow the instructions below: When the Client is in the Portal the Invoice Amount and the Amount remaining will show on the right. Please click below to watch our step-by-step video tutorial of our Accounting Isolation Feature.For a Client to see both the Invoice Amount and the Amount remaining on the Invoice, the 'Display balances' setting will need to be set to 'Yes'. Next to Accounting Isolation change the drop-down from Firm Default to Client or Project.Once you are viewing the Client's Details subtab, click the blue Edit button.If you would like this changed on the Client level, follow the steps below: On the right under Accounting Isolation, change it to Client or Project.Click on your name from the upper blue bar and select Settings from the drop-down.To change this for the whole account, follow the steps below: Editing this at the Client level would only be done when you have a Client that prefers you handle their accounting differently than you normally are. The global Account Settings level is the most utilized Isolation. When receiving/applying payments, you will need to select which Project/Matter the Payment belongs to.

When you create Invoices for your client(s), they will be created as separate Invoices (one per Project/Matter).

All Projects/Matters under your Client will be handled separately, with the balances due referring to each individual Project/Matter.

When you have set your account to Project/Matter based Accounting Isolation: You can add a discount to a multi-matter invoice at the invoice level.

Discounts set at the matter level invoice pre-sets will not apply to multi-matter invoices, as the client level discount is dominate in this setting.

When you create Invoices for your client(s), all Projects/Matters under your client(s) will bill on one Invoice (entries will still be itemized/listed under separate Project/Matter headings on the invoice, but the balance due will be combined).

The overall balance due for your client(s) accounts and invoices will be combined across all their Projects/Matters.

When you have set your account to Client based Accounting Isolation:

Bill4time client not not on invoice how to#

Please keep reading to learn more about these options and how to set them up! There are two different types of Accounting Isolation selections within Bill4Time.

Would you prefer to watch a video tutorial on this topic instead? If so, you will find a link at the bottom of this article!.Thankfully, you can customize how your client's Accounting is handled within Bill4Time! This is referred to as 'Accounting Isolation', and this isolation can be set either at the global Account Settings level or customized at the individual Client level. Do you have a Client with multiple Projects/Matters that prefers to receive one single invoice? Or perhaps you would like to make sure that every client's Projects/Matters are handled separately, with separate balances and payments?