- How do I add users or employees so they can enter time?
- How do I create different bill rates for different Users?
- How do I assign Users to Projects?
- How do I remove (or disable) a User in the eBillity System?
- How do I limit a User's access to information in my Account? Or give a User limited access to the system?
- How do I add new Users to my Account?
eBillity Account Management
- How do I get my company logo to show on invoices?
- How do I customize lists, system terminology, bill rates, auto-text and more in the system?
- How can I change system-level settings in my Account? How do I use the Admin Tab? (video)
- How do I change my billing information?
- How do I cancel my eBillity account?
- Can I export ALL my data from eBillity Premium to somewhere else?
Time and Expenses
Billing and Invoicing
- My invoice doesn't look right when I print it. The bottom gets cut off.
- How can I create a finance charge for overdue invoices?
- How do I customize bill rates by either User, Client, Project or Activity? (video)
- What is the difference between a "PreBill" and "Finalized" Invoice?
- How do I see if an invoice is paid?
- What does "Pre-Bill" mean on an Invoice?
Accounting and Payments
- How can I manually adjust a Client's balance?
- How can I adjust a payment or issue a refund?
- How can I set up Trust Accounting for a Client? (video)
- How can I automatically accept PayPal payments?
- What payment types can I accept with eBillity?
- How do I enter a payment into the system? Or how can I record a payment? (video)