Category: Billing Matters

Fix for Save to PDF in Time Matters / Billing Matters - Apr. 18, 2021 - Billing Matters, links, troubleshooting
A fix for when Time Matters / Billing Matters stops saving invoices and report to PDF files…

Sending Statements for Overdue Balances - Jan. 14, 2021 - Billing Matters, billing, reports
If clients fall behind in paying you, you can send them statements showing any unpaid invoices and the current amount due.

Revenue by Staff Report in Billing Matters - Sep. 16, 2020 - Billing Matters, reports

Apply a Discount to an Invoice - May. 15, 2020 - billing, Billing Matters
If you need to apply a discount to an invoice, Billing Matters lets you apply a discount to just to one invoice or to multiple future invoices, reduce the bill by a flat amount or a percentage, and …

Add a Discount Message to an Invoice - Apr. 15, 2020 - billing, Billing Matters
If you need to apply a discount to an invoice, Billing Matters gives you flexibility. You may place a Message on the bill explaining the reason for the discount.

Impress Clients with No Charge Entries - Dec. 30, 2019 - billing, Billing Matters
Instead of leaving those No Charge items off of your Time Matters / Billing Matters bill, consider showing some or all of the work that…

Add LEDES Electronic Billing Codes to an Existing Matter - Oct. 31, 2019 - billing, Billing Matters
A time-saving shortcut involves using MS SQL Server Studio to delete the existing Billing Preferences. Once they are deleted you may reapply an entire Billing Preferences template, including its list of Phase Codes of any length.

Billing Matters - Restrict Access to Financial Areas - Oct. 15, 2019 - administration, Billing Matters, security
If you don’t want everyone in the office to be able to view or alter your sensitive information or settings in Billing Matters, you can set Security Restrictions.

Automatically Send Legal Invoices with Billing Matters - Mar. 22, 2019 - billing, Billing Matters, email
What a time and tedium saver! Billing Matters can automatically send legal invoices by email. Here is my step-by-step process.

Hotfix for Time Matters 16.2 - Jul. 22, 2017 - Billing Matters, links, upgrading, updates
To fix two important issues affecting the Billing Matters BillFlow Manager and the link to QuickBooks, LexisNexis has pulled the Time Matters 16.2 release. The development team is working on a Hotfix for release in the near future.

Billing Record Rounding Issues in Time Matters 16.0 - Feb. 28, 2017 - Billing Matters, billing
Time Matters / Billing Matters 16.0 has two issues with the Send to Billing feature that can cost you real money if you don't catch the errors and adjust for them. TM15.1 and TM15.1.1 have the same issues.

Time Matters not Creating PDF Files - Sep. 1, 2016 - Billing Matters, links, troubleshooting
This tip explains how to get the Time Matters PDF feature working again. After upgrading to Windows 10, you may find that Time Matters can no longer create PDF versions of reports, documents and, if you use Billing Matters, invoices that can be reprinted or emailed.

Billing Matters 14.1 Invoice emails - Sep. 1, 2015 - Billing Matters, billing, email

Billing Matters Sent email Clean-Up - Apr. 10, 2015 - Billing Matters, email
E-mails can build up in your Time Matters Personal Inbox in the Sent folder and slow down your Personal Inbox. This advanced tip gives you a way to rapidly remove Sent e-mails from your Personal Inbox.

Billing Matters Zero Balance Invoices - Sep. 7, 2013 - Billing Matters, billing
This Billing Matters post explains how to avoid printing or emailing zero balance invoices that simply show a payment in full of the last invoice and a balance of $0.00.

Billing Matters Tokens for Reports - Mar. 1, 2012 - Billing Matters, reports
Tokens may be used as variables in several places in Billing Matters and Time Matters. This post lists many of the available tokens.

Billing Matters Revived! - Aug. 15, 2011 - Billing Matters, billing, timekeeping
Time Matters/Billing Matters customers and consultants spoke loud and clear that they wanted to continue using Billing Matters. LexisNexis listened. They have announced the "sunrise" of Billing Matters.

Annual Maintenance Plan Recommendations - Apr. 23, 2010 - Billing Matters, updates
Beginning on May 1, 2010 LexisNexis will apply a Reinstatement Fee for customers without an Annual Maintenance Plan who want upgrades or Technical Support. I recommend: (1) Keep an Annual Maintenance Plan (AMP) in force for Time Matters, subscribing before May 1. (2) Keep an AMP in force fe Matters/Billing Matters if you rely on Billing Matters and are not ready to make a switch.

Fixed Fee Billing Records - Dec. 18, 2009 - Billing Matters, billing, forms, timekeeping
You can create AutoEntry Forms to fill in Billing records for fixed fee or flat fee services in Billing Matters. One path to greater profitability is to automate some processes and charge fixed fees for certain a la carte services. Here you see step-by-step instructions for creating the AutoEntry Forms and the trick to using them.

Rate Levels for Matters - Sep. 26, 2006 - Billing Matters, billing
With Billing Matters, you can automatically apply different hourly rates to the client matters your firm handles. These rates may vary based on who does the work and on the different types of matters.