Create a New Client

To create a new client:

  • Click the Clients dropdown
  • Click on Clients & Matters (or Clients & Projects)
  • New Client

 

  • Click the  New Client link
  • Enter the client name in the Client Name field

New Client window

  • Click the Save button such that the new client’s detail form will be launched

Customer Details

  • Enter the required information and click the Save button to save the information

Note: The Opening Date field is showing the current date. The date can be modified by clicking in the field and selecting the desired date from that calendar. The specified date will automatically get displayed in this field.

Update Client Information

To update information for a client:

  • Click to the Clients tab>Clients&Matters
  • Search for the desired client
  • Drill into the desired client from the searched results
  • After doing modifications, click the Save button to save the changes

Customer details

Searching for Clients

Time and billing software by TimeSolv shows Clients and Projects listing for all active clients and projects by default. To search for clients that meet specific criteria:

  • Click the Clients tab such that the Clients & Matters form is shown by default
  • Enter the name of the client/project and select All from the status drop down or just specify a status option e.g., Active/Inactive/Prospect
  • Click the Search button such that the clients/projects satisfying the search criteria will be returned

client search

Delete a Client

Note: Clients with outstanding payments cannot be deleted.

To delete a client:

  1. Log on as firm admin or firm user (with permissions to delete clients)
  2. Click the Clients tab
  3. Drill into the desired client
  4. Click  the Delete This Client link

 

After a delete confirmation message the client will get deleted.

Delete a client

Client Information Tabs

All the clients and projects are listed in the Clients>>Clients & Matters link.

After a new client is created, one is taken to the following client information tabs: General, Contacts, Invoice, Terms, Projects and Notes.

Note: An additional Relationships tab will be shown for conflict enabled firms.

Client information tabs

One can also drill into the client name to access the client information tabs.

Consolidate/Combine Multiple Matters for Invoicing

To consolidate multiple matters/projects for a client onto one invoice:

  • Click the Clients tab
  • Drill into the desired client’s name
  • Click the Matters/Projects tab
  • Select the Consolidated? check box against the desired projects. The setting will be automatically saved.

 

Note: If you created any drafts for the client before these changes were made, you will need to postpone and recreate the draft in order to update the client invoice to consolidated.

 

Consolidated matters

Client – General

Following is the General tab of the client:

Customer Details

 

After entering the required information, click the Save button.

 

Client – Contacts

The Contact tab shows the contacts listed for the client.

client contact 1

  • Click the  New Contact to create a new contact

client contact 2

 

  • Click the Save button to save the new contact

Client – Invoice Settings

Any client specific invoice settings are done in the Invoice Settings tab.

invoice settings client

Click the Save button to save the invoice settings.

Defining Settings for Clients

Settings can be defined for clients in the Clients>>Settings link:

 

  • Specify the general settings on the General tab

Client Settings

 

  • Specify the generic invoice settings for ALL the clients and matters Invoice (or Bills) Settings tab. *Note these are global settings and will effect all newly created clients and matters.
  • Apply Interest by checking the box and entering the rate (If charging interest, the interest will take effect on the 1st day after the grace period)
  • Set the Grace period
  • Payment Terms and Payment Terms Text
  • Default Invoice Delivery Methods – Email, Printer or AutoMail

client invoice settings

 

  • Active projects can be set to inactive using the Active Project Administration tab

client settings active matters

 

client non billable

  • Invoice and payment account groups can be defined in the Account Groups tab

Account Groups

 

  • Create new categories in the Categories tab

Categories

 

  • Plan roles to be assigned to the timekeeper for planned projects are created in the Plan Roles tab

Client Plan Roles

 

  • Generic phase templates having tasks and standalone/billable milestones for plan projects can be defined in the Phase Template tab

Client Phase

 

Note: The Plan Roles and Phase Templates tabs are available only for the TimeSolv Project firms.

 

The Related Party Types and Relationship Types tabs are available only for conflict enabled types.

  • The related party types are defined in the Related Party Types tab

Related parties

 

  • The relationship types are defined in the Relationship Types tab

relationship types

 

Client & Project Account Groups

To create/edit/delete a Bill and Payment account group, go to Clients>>Settings>>Account Groups as a firm admin.

*Note the Account Groups are used for the integration with AccountEdge.

Account Groups

 

Create and Edit Global Rates

To create or edit global rates click on the Time tab, select the Settings, and go to the Global Rates tab

Global Rates 1

To create a new global rate click the Create new Global Rate link and enter the required information.

*Note, when global rates are selected for use in clients or matters only the Name is displayed in clients/matter tab. The Description is only viewable on this tab.

New Global Rate

 

Once the rate is created, click on the Edit Rates link on the right to enter the appropriate amounts.

Global Edit Rates

edit global2

 

Rates can be unique for each professional or entered to be the same for everyone.

Press save when finished and the global rate is ready for use.

Client – Invoice Narratives

Any client specific terms such as cover page narrative, invoice narrative, invoice footer text, Invoice and Statement e-mail message and payment instructions are defined here.

Invoice narrative client

Click the Override button to modify these terms

Client – Matter/Projects

To create a new matter/project, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. All the matters/projects of a client are listed here and can be marked as consolidated.

Click the New Matter button in the upper right corner to create a new matter/project

Clients & Matters

Choose your client for the matter, give it a name and assign a responsible professional, if you choose. You can also choose to consolidate the matter/project.

Once you have created a matter, you will see a variety of tabs that allow you thoroughly set up and customize your matter or project.

Click here to view all matter/project setting options.

View Existing Matter/Projects

To view existing matters or projects, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. Search for the matter either by the matter/project name or the name of the client. You may also scroll through the list of clients and their matters/projects.

  • Click on the client name to view all information about a client, including their matters/projects or
  • Click on the specific matter/project name to view/edit details or delete
  • If you have created a matter/project plan, click on the calendar icon to the right of the matter/project name

*Note you can only delete matters/projects that have no records in the system

Client Matters