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Time invoice template for Legal

[Music] hello today I'm going to show you how to get set up in firm central time and billing first log in to firm central and then sign in as the administrator to do this go to the drop-down menu by your name in the upper right corner and select admin once you are signed in as the administrator you will see an additional tab labeled admin only users with admin privileges will have access to this tab and its content click on time and billing on the left-hand side of the screen you will then see three different tabs across the middle of the page activity and expense codes invoices and time entry this is where you will determine your default settings for time and billing on the activity and expense codes tab you can set your tax rate to do this enter your tax percentage and click apply in the activity code section you can select the activity sets that you would like to use this is optional as an activity is not a required field when creating time entries in the system you can choose to use from central activity codes or both from central activity codes contain a listing of general activities ABA activity codes contain uniform task based codes if you enable ABA activity codes you can also choose to include one or more task code sets a checkmark next to the code set indicates that it is enabled in the system to view a code set you would click on the code set name to deselect a cold set uncheck the box next to include set when entering time you can rename or remove any activities in the set to remove an activity deselect the box next to the activity name you also have the option to add new activities to an existing code set to do this type an activity name in the code description box and click add scroll to the bottom of the page and click Save in the expense code section you can select the expense code sets you would like to use this is optional as an expense code is not a required field when creating expense entries in the system you have all of the same options that we covered under activity codes with the addition of being able to apply a specific cost associated with a particular expense as well as determining whether or not the expense is taxable if you make any changes remember to scroll down the page and click Save on the invoice tab you can customize your invoice settings in the top section you will set your invoice number and payment terms in the middle section you will enter your firm name and address how you want it to appear on your invoice you have the option to add contact numbers such as office phone fax and email address you can choose to include your firm website and can also upload a firm logo there is a disclaimer text section where you can enter a disclaimer or general message that would appear at the end of your invoice once you have completed this section scroll down the page and click Save to view the standard invoice template click on preview firm information will be listed at the top client name and contact information as well as the matter name will be listed on the left side invoice date number due date and payment terms will be listed on the right the time details section will include time entries with a subtotal the expense detail will list your expense entries with a subtotal there is a summary section at the bottom that will list both time and expense entry subtotals as well as any discounts tax outstanding balance finance charges and total amount due once you are done previewing the template you can close out by looking on the close preview button note that you have the option to create a custom invoice template to do this click on the new template hyperlink enter a template name add a checkmark next to the information you want included on your invoice select your design options and click Save you will be returned to the invoice templates page where you have the option to determine which invoice template you want to designate as the firm default on the time entry tab you can set preferred time interval for tracking time to change the time interval click the drop-down arrow to make your selection and click Save you will also want to go into the firm user management tab on the left side of the page from here you will manage user defaults you can enter initials for firm members control permissions for users enter default standard rates and set time and billing permissions if you enter initials for your firm members you can choose to include those initials on your invoices for time and expense entries there are four different permission levels they include time and expenses only limited access view all financials and full access once you have made your changes scroll down and click Save [Music]