#Bill4time close matter software

Bill4Times time tracking software is designed to handle time and expense. If you need help creating an Invoice, click here. However, some SaaS providers have closed this gap and now offer extremely. Once you've changed the Billing Method to 'Bill Regularly' then you can Invoice the Project/Matter like you normally would.

Change the Billing Method from ' Bill at Project/Matter Closing' to ' Bill Regularly'.

Go to Project/Matter in your gray menu bar.

If you're not done entering Time/Expense entries or Invoicing the Project/Matter, we recommend changing the Billing Method on this Matter. Built-in to the Bill4Time platform, Bill4Time Payments makes it easy to accept and process transactions in one platform.

Change the Project/Matter Status at the top right from Open to Closed.

Click into the Project/Matter you desire.

Go to Project/Matter from the navigation bar.

If you're done with the Project/Matter and can close it, then follow these steps: For more information on pre-bills click here. If this drop-down is set to bill regularly, it could be that you already have time or expenses contained in a Pre-Bill for this client. If the Project/Matter 'Payment Due Upon' drop-down is set to 'Bill at Project/Matter Closing', you will have to close the Project/Matter to invoice that client. Any files added to these solutions will automatically sync with Bill4Time’s database.īill4Time offers several integrations with third-party solutions.If your client has billable time and expense entries and the client does not appear when you are trying to create an invoice, this is likely due to the 'Payment Due Upon' billing setting in the Project/Matter Details Tab. Additionally, you can search for specific folders and files using Bill4Time’s search feature.īill4Time offers integrations with Box and NetDocuments. You can organize documents into folders with Bill4Time. Bill4Time offers unlimited document uploads and storage. You can prioritize and assign specific tasks to your team members in these workflows.īill4time allows you to securely store all firm level documents into a centralized repository. Standardized task lists are useful for complex projects that contain tasks that need to be completed in a specific sequence. You can use Bill4Time to designate priority levels and track the progress of each task.īill4Time includes a workflows feature that creates standardized task lists for repetitive work. You can create task lists for projects, and share the list with your firm members. Here’s an overview of Bill4Time’s pricing plans:īill4Time includes task management tools to help improve your law firm’s productivity. The company offers a 7% to 10% discount for annual contracts that are paid upfront. If you desire a solution that includes robust practice management features such as task management, contact management, and document management, we strongly recommend testing other solutions like Clio Manage and PracticePanther.īill4Time pricing ranges from $29 to $89 per month. Bill4Time pricing ranges from $29 to $89 per user per month.īill4Time is ideal for law firms that primarily need time tracking, billing, and invoicing tools. This solution also offers basic practice management features including contact management, document storage, and a calendar.Īlthough Bill4Time is used by law firms of all sizes, most Bill4Time customers are small to medium sized law firms with 4 firm members. These features include time tracking, billing, invoicing, and online payment processing.

Today, this solution is used by over 15,000 legal professionals.īill4Time offers useful features to help maximize billable hours and increase revenue. Additionally, this solution offers basic practice management features such as contact management, document storage, and a calendar.īill4Time was founded by Jeremy Diviney in 2006. Bill4Time specializes in time tracking, billing, and invoicing. Bill4Time is best for small to medium sized law firms with an average of 4 firm members. Bill4Time is a legal time tracking and billing solution used by over 15,000 legal professionals.

Bill4time close matter