Overview of Billing and Payments Process

Generating invoices in TimeSolv is an easy and efficient process. This overview explains the process of generating, editing and sending bills to your clients. Creating an Invoice Generating an invoice requires the selection of just a few criteria. Simply choose the client and date range, and TimeSolv automatically creates a Read more

Invoice Settings

Purpose & Benefit: Invoices serve as an itemized list of work done for the client, and details on what they owe you for it, which is why the detail should be as clear and concise as possible to avoid client disputes and delayed payments. That’s why it’s essential you have your Read more

Draft Invoices

Purpose & Benefit: Draft invoices are an essential asset to the reviewing process involved with billing. When you need to change any invoice details, all you need to do is work on the draft to make easy and quick edits while working towards perfection. This process saves you time in Read more

Invoices of project

Purpose & Benefit: Invoices serve as an itemized list of work done for the client, and details on what they owe you for it, which is why the detail should be as clear and concise as possible to avoid client disputes and delayed payments. We want our invoice feature to not Read more

LEDES Invoices

Purpose & Benefit: For attorneys, having a basic knowledge of LEDES is important, and what is even more important is having legal billing software that effortlessly incorporates the LEDES format.  The American Bar Association defines categories for legal time and expenses by UTBMS codes. These codes are required for creating electronic Read more

Sent Invoices

Purpose & Benefit: Everyone wants to have an accessible list of sent invoices for printing and other reference purposes. Additionally, did you know that you can void any sent invoice back to draft with TimeSolv, no matter how old it is? We’ve all run across that customer who disputes a very old invoice Read more

How do I temporarily remove/delete or adjust Interest on an Invoice?

To temporarily remove/delete or adjust interest on an invoice, follows these steps: Select Drafts under Invoices tab.   Click on the draft invoice’s dollar amount to edit it.   Click on the Interest tab. Note: The Interest tab will only be shown for invoices that have interest calculated in them. Please Read more

How Do I Add the Client ID to the Invoice?

Purpose & Benefit: We understand you may have custom identification numbers (e.g. policy number, special identification number) that need to be presented on an invoice. These can easily be incorporated into invoices. Please follow steps below: Enter it either on the client details by going to Clients>Clients&Matters.   Click on Invoice Read more

Enable Interest for Client

Purpose & Benefit: Understandably, no one wants to go unpaid without repercussions of delayed payments for services. In this case, TimeSolv has set up an easy method of allowing users to enable an interest percentage rate to encourage their clients to pay on time. If clients already exist in TimeSolv, Read more

Discounts or Adjustments to an Invoice

Purpose & Benefit: Draft invoices are an essential asset to the reviewing process involved with billing. When you need to change any invoice details, all you need to do is work on the draft to make easy and quick edits while working towards perfection. This process saves you time in having Read more

How to create Fixed Fee Invoices

Purpose & Benefit: Fixed fees offer predictability for both you and your clients. And where there is predictability, it leaves less room for any potential disputes once the bills roll out. TimeSolv has created the right legal project management tools to help you work with fixed fee billing. Especially with our phase and Read more

Edit Draft Invoices

Purpose & Benefit: Draft invoices are an essential asset to the reviewing process involved with billing. When you need to change any invoice details, all you need to do is work on the draft to make easy and quick edits while working towards perfection. This process saves you time in Read more

How to setup split billing projects for clients-matters

Purpose & Benefit: TimeSolv allows you to split an invoice in any conceivable way to send to your clients. You can split for as many clients as you need and customize the percentages. Send to multiple clients with confidence each party will be paying exactly what they should for your work. Read more

How to generate and edit draft invoices for split billing projects

Purpose & Benefit: TimeSolv allows you to split an invoice in any conceivable way to send to your clients. You can split for as many clients as you need and customize the percentages. Send to multiple clients with confidence each party will be paying exactly what they should for your work. Read more