Invoicing & Payments

Invoice Creation

• Invoicing in BigTime, an Overview
• Your Invoicing and A/R Dashboard
• Editing/Viewing Invoices
• Creating Draft Invoices
• Add Documents to Invoices
• How To Show All Unpaid Invoices on Invoice Templates
• See all 64 articles

Invoice Review & Approval

• Invoice Features To Use With Invoice Review and Approvals
• FAQ: Invoice Review and Approvals
• Setting Up Invoice Review and Approval
• Leapfrog Invoice Approvals
• See Invoice Approval and Rejection Statuses

Multi-Currency for Invoicing

• Why Use Multi-Currency for Invoicing and Billing?
• Multi-Currency for Billing and Invoicing: Staff View vs. Admin View
• Activating Multi-Currency for Billing and Invoicing
• How to Access Your Currency List
• Adding New Currencies for Billing and Invoicing
• Linking a Currency to Your Accounting System
• See all 15 articles

Billing Rates

• Get Started With Rate Cards
• Customize Billing Rate Labels
• What Are Custom Billing Rates?
• Set Up Locked Billing Rates
• Video Tutorial: Setting Up Billing Rates – Flat and Custom
• Video Tutorial: Setting Up Billing at the Staff Level
• See all 8 articles

Payments

• Deleting and Merging Payments
• Monitoring Automatic Payments
• How To Create Fee Statement Reports
• How To Create a Deposit Report
• Deposit Batching Timing
• How To View Your Past Payment Deposits
• See all 11 articles

BigTime Wallet

• Enrolling in Autopay as a Client
• Activate Autopay
• Your BigTime Wallet AR Dashboard
• How To Rename Your BigTime Wallet AR Dashboard
• Resetting A Forgotten Client Portal Password
• Activate or Hide Features in The Client Portal
• See all 24 articles