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Smarter Invoices, Locked Time, and Less Guesswork—It’s All in This Time & Billing Update
May 2, 2025

Smarter Invoices, Locked Time, and Less Guesswork—It’s All in This Time & Billing Update

Explore new Time & Billing updates designed to improve visibility, tighten controls, and accelerate payments—featuring outstanding balances on PDFs, time entry locking, enhanced activity logs, and smarter invoice reminders.

Mart Withers
Mart Withers

What’s New:

This round of Time & Billing updates is all about boosting visibility, tightening controls, and helping your clients (and your team) move faster—with less friction. 

 

Why it matters:

  • Outstanding Balance on PDF Invoices: Now your clients have another way to see what they really owe—front and center. The outstanding balance appears on any invoice. More clarity, fewer delays, faster payments.
  • Manual Time Entry Locking: Protect your time (literally). You can now lock time entries to stop sneaky edits or billing headaches. Unlock them when you’re ready.
  • Logging Statements in Activity Log: Ever feel like you’re a detective tracking statement history? Case closed. Now you can see sender, recipient, and timestamp—all from the Activity Log. Less digging, more visibility.
  • Invoice Reminders Include PDF Attachment: Invoice reminders just got smarter—firms’ clients can see exactly what they owe with an attached PDF. Less back-and-forth, faster payments. Easy.

Where to find it:

All of these new capabilities are now available to Time & Billing customers.

Interested in adding Time & Billing? Contact us. 

 

Learn More:

Tags: Blogs Product Updates

Authors

Mart Withers

By: Mart Withers

With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results. On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.

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