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

To access invoice settings: Select Settings under the Invoices tab.   Specify how you would like to view TimeSolv’s Invoice Label from Invoice Bill   Click on Create Statements with Zero Balance checkbox if required.   Click on Invoice for My Matters only? checkbox if you wish to only generate Read more

Draft Invoices

All the drafts invoices are listed in the Invoices>Drafts link:   If you wish to create a new draft invoice, click the New Draft Invoices link.   Select a filter for clients and projects from the Create For drop down and select the required client/project from the list. Note: Invoices will Read more

Invoices of project

All invoices of a project afe displaying under the Invoices tab in matter/project details.   Select Clients & Matters/Projects under the Clients tab.   Select the specific Matter/Project.   Click on the Invoices tab to view invoices for this particular matter/project. User can view total amount and remaining balance for invoices. A Read more

LEDES Invoices

TimeSolv Legal generates invoices in LEDES 1998B format. Since LEDES is a standard format, certain items have to be setup correctly to meet the invoicing requirements.   1. Tax ID Setup (required) Select Settings under Account tab.   Under the General tab, enter in the Tax ID. Click Save.   Read more

Sent Invoices

Invoices sent to the customers are listed in the Invoices>Sent link where all the paid and unpaid invoices are listed: Select the Sent link under Invoices tab.   User can use the search field to search any invoice.   Select More Options to include either of the following types of 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 sub tab will only be shown for invoices that have interest calculated in them. Read more

How do I add the client number to the invoice?

We generally recommend not showing the client id on invoices unless it has a special meaning to the client. If is required to be shown on the invoices: Enter it either on the client details by going to Clients>Clients&Matters>click on Client Name>Invoice Narratives. Applying at the client level will display the client Read more

Enable Interest for Client

If clients already exist in TimeSolv, then first change the firm level settings to apply interest to all future clients, and also change the interest settings on each existing client at the client level   Enable Interest at Firm Level   Select Settings under Clients tab.   Click on the Read more

Discounts or Adjustments to an Invoice

To add discounts or adjustments to an invoice:   Select Drafts under Invoices tab.   Click on the dollar Amount of a draft invoice to edit it (example below).   Click on Totals tab.   To enter adjustment, enter some numeric value in the Adjustment field. Note: enter a negative Read more

How to create Fixed Fee Bills

This example shows how to create a fixed fee invoice where the detail for each time entry is not shown and only the totals are rolled up to the Task. Create one time entry for each of the time keepers against a client-matter where the rate of the activity is set Read more

Statements

Statements can be created for all clients, specific clients, or specific matters. To view the statements: Select Statements under Invoices tab.   Click on New Statements link to create new statement(s).   Specify the Client from the list you wish to create a new statement for, or create for All Clients.   Read more