Time and Billing

Mobile Apps

• Can I use Time and Billing on my iPhone, iPad or iPod?

Accounting and Payments

• How can I adjust a payment or issue a refund?
• How can I automatically accept PayPal payments?
• What payment types can I accept with Time and Billing?
• How can I manually adjust a Client's balance?

Billing and Invoicing

• My invoice doesn't look right when I print it. The bottom gets cut off.
• 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?
• How do I edit the information on an invoice?
• How can I create a finance charge for overdue invoices?

Time and Expenses

• How do I make an Expense Entry?
• How do I edit a Time or Expense Entry?
• How do I make a time entry?

Time and Billing Account Management

• Time and Billing - What Syncs with QuickBooks?
• How do I get my company logo to show on invoices?
• Can I export ALL my data from Time and Billing to somewhere else?

User Management

• How do I assign Users to a Matter?
• How do I add new Users to my Account?
• How do I remove (or disable) a User in the Time and Billing System?
• How do I create different bill rates for different Users?

Matter Management

• How can I invoice for work on a Matter?
• How can I see my schedule and/or add an appointment for myself or my team?
• How can I see all my Time & Expense Entries for a Matter?

Client Management

• Where can I see a Client's Overview: Matters, Invoice & Accounting history, Time & Expenses
• How do I see Time and Expense entries for a Client?