This window allows you to enter the amount of time that you have worked for a client. (You can also enter flat-rate and non-billable items as well.)
In this section you can type in the amount of time you spent (in hours) doing the work (if applicable). For example, if you spent 15 minutes, you would type in 0.25 (one quarter of an hour). If you have set your billing interval, TurboLaw® Time and Billing will round your entry to the nearest interval, based on your settings.
You can also click Use Stopwatch to open the stopwatch, which you can use to track your time with.
In this section, you can categorize the work you have done. TurboLaw® Time and Billing provides built-in categories or you can add your own. If you need to edit the items in this drop-down list, click Edit this List. If you want to add a new item to the list, just type it into the box.
You can also select whether the time was not billable. Selecting this option will cause TurboLaw® Time and Billing to change the Amount to be Billed to zero ($0.00).
You can also select whether this was a flat fee item. Selecting this option will allow you to type directly in the Amount to be Billed box, instead of having the program calculate this amount for you.
In this section, you can choose the staff member who performed the work. The staff member you choose determines the billing rate that will be applied. If you would like to add, edit, or remove a staff member from the list, click Edit this List.
This is the billing rate for the staff member you have selected. It appears after you have selected a staff member. If necessary, you can override the default billing rate for that staff member - for example, if you have an arrangement to bill at a different rate for one particular client, or if you want to offer a discount.
If you change the billing rate in this box, it is applied to this item only - the next time you enter time and select a staff member, the default billing rate will be used.
In this section, you can choose the client for whom you were performing the work. If you need to add, edit, or delete clients from the list, click Edit this List.
If you want to bill this time to a particular matter you have entered for this client, you can choose that matter in this section. If you need to add, edit, or delete matters for this client, click Edit this List.
If you change your mind and do not want to associate this time with a matter, click the "X" button to clear your selection, and the time will not be filed under any particular matter.
The drop-down box for selecting a matter is only available after you have first selected a client.
In this section, you can choose whether tax applies to this item. You can specify the tax rate as a percentage - simply type the percentage into the box and TurboLaw® Time and Billing will calculate the tax automatically.
In this section, you can type any additionial details or description about this item. Whatever you type here will be displayed on the bill.
In this section, you can select the date that the work was performed. This date will appear on the bill.
This is the amount that will be billed. Normally TurboLaw® Time and Billing will calculate this amount automatically. However, if you have specified that this is a flat fee item, you will be able to type an amount here. Clicking the drop-down box will display a small calculator window which you can use to calculate an amount, if needed.
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