FAQ's Archives | TimeSolv

FAQ’s

Tip of the Week: How To Issue a Credit Memo to Clients

Do you need to allocate credit to an outstanding receivable balance for a client? With TimeSolv, you can easily issue a credit memo to your clients in these simple steps below: Under the Payments>Payment tab, specify the appropriate Client-Matter you wish to issue a credit memo for. Under the Credit Type field, select the Credit…

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Tip of the Week: How To Reuse a Voided Invoice Number

Last week we showed you here how to void any sent invoice back to draft. Once you have voided an invoice back to draft, it will automatically be assigned a new invoice number when you re-send it. Here’s a way for you to reuse that voided invoice number for the corrected invoice: Go under the…

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Tip of the Week: Voiding any sent invoice back to draft

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 or never got around to telling you abou a correction that needed to be made. Our void to draft feature for sent…

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Tip of the Week: How to make a simple matter budget

Can you raise your right hand and swear that you have a budget for every matter you work on? Do you know within reason exactly how much time or fees it will take to satisfy your client? Or, what if you’ve negotiated a certain cap with a client so the invoice will never go over…

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Tip of the Week: Document Automation

Do you wish you could replace the tiresome task of manually assembling repetitive documents with a document automation system? Here’s a guide on how you can easily auto-insert client and matter information to letters you send out frequently.   Step One: Create Document Template Firstly, click on Documents>Settings>Merge Fields tab. A list of available merge…

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Tip of the Week: Different types of contacts

Managing your client contacts is an important function within TimeSolv to ensure the right person is receiving your invoice. Let’s use today’s Tip of the Week to look more closely at your options when associating contacts with clients and matters.   Creating a New Contact for a Client or Matter This is probably the most…

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Tip of the Week: Using the TimeSync tool

People we talk to are sometimes reluctant to move their billing and timekeeping information in the cloud because they’re concerned about web connectivity. TimeSolv has a solution to that problem with our TimeSync tool that allows users to track time and expenses even if NOT connected to the internet. Let’s look at this feature in…

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Tip of the Week: Creating global rates

We get this question asked all the time: “how can I create a second billing rate for my timekeepers?” The answer with TimeSolv is with our global rates feature. Many firms will offer various rate options like a non-profit rate or a discounted rate for first time clients. Perhaps you’ve negotiated a rate specifc to…

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Tip of the Week: Setting up recurring expenses

Recurring expenses are incredibly common for a lot of law firms. From built-in technology fees or expense you charge for copies, there are always going to be recurring expenses we have to account for. Do you know how to set them up in TimeSolv? Today’s Tip of the Week takes a deeper dive into this…

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Tip of the Week: Using task codes

Our Tip of the Week today takes a look at Task Codes on the Time Entry screen and the variety of uses (or non-uses as you’ll see in some cases) this field serves. So let’s get down to it!   Should Task Codes be required? If you’re a firm that does LEDES billing, that’s not…

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