From this page, you can upload your company logo. To set up your client portal, go to Settings and click Manage Client Portal. Applying the over-payment to their next (or another unpaid) invoice. 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. ![]() Please note: If your client overpaid via online payments (or made just a general payment to their account instead of a specific invoice), Bill4Time will not automatically apply those extra funds to their other invoices. You would need to locate those "Partially Applied" over-payments and manually apply them to other invoices yourself. Please Note: The Start Date is not chosen by default. This can happen when your client sends you a paper check for more than they owe, or if they selected a different amount to pay via an online payment (rather than paying the actual invoice balance). The date fields are located at the top right. Create, print, or email professional invoices with Bill4Time software, complete with payment terms, late fees, discounts, and more. ![]() In other words, an Opened label guarantees that the e-mail was in fact opened, but the absence of an Opened label does not necessarily mean the e-mail was not. Easily send custom payment links on emails or invoices, create payment plans, and even allow clients to pay their invoices from their client portal. However, if your customer’s e-mail client does not load images automatically (which some do not), Bill4Time will not be able to tell if the Invoice has been opened or not. Has this come up before? I would think most firms would have a similar need to address different invoices to different individuals based on the individual project.Occasionally, your clients may overpay their invoices (either intentionally, or unintentionally). Bill4Time makes accepting online payment seamless with the built-in payment processor, Bill4Time Payments. Client Level Email on Invoice for a Project See all 13 articles Calendar. As a result, it would be an important feature for us to be able to associate a contact or "attention to" with the individual project, rather than just the client. Changes not reflecting Invoice - FAQ Create Default Invoice Notes Invoice. ![]() This is a huge issue for us-we send invoices to large law firms that have many people assigned to different cases. Webinars Watch various webinars that go through the very basics to more advanced billing through the program. Second, field is associated with the CLIENT as entered in the system, rather than the PROJECT. You can view our Bill4Time Quick Tips playlist for simple a walk through of each Bill4Time feature, or in depth training like Webinars on our training channel. First, this field currently only allows me to type something in, rather to select from the client contacts I've already added to the system. The field is now there, which is very helpful. a person's name, rather than just a firm name, that the invoice would be sent to. Bill said that there was an "Attention to" field that had never been populated and he would work on that in the next couple of hours. I called phone support today wanting to know how to do an invoice that included the "client contact"-i.e.
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