Feature Requests

Submit your suggestions and upvote existing ideas.

  • All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
  • Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.
  • Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.

Batch creation of retainer invoices

I would like to generate retainer invoices for multiple clients & matters at once. Much of my work is cyclical and I want to send out retainer invoices to all impacted clients at the beginning of each cycle.

  • Guest
  • Jul 17 2023
Feature Request
How often would you use this request?

~8 times a year, but for 99% of my clients

Attachments Open full size
  • Attach files
  • Guest commented
    July 19, 2023 01:57

    Ideally I'd select the clients/matters ideally on a screen like making selections for the Time Entries report. The amount would be 1/2 the prior year's billing for that matter

    Attachments Open full size
  • Admin
    Shoaib Mehmood commented
    July 18, 2023 06:53

    Thank you for the suggestion. Can you please share the criteria for the selection of clients/matters when generating these retainer invoices and how the amount will be determined?

    Attachments Open full size

Related suggestions