Frequently Asked Questions
How to switch to the Yearly subscription plan?
To switch to the yearly subscription plan and save 44% over the next 12 months, select “Info” on the home screen and then “Subscription Plans” on the popup. Then select the Yearly subscription plan, which will begin automatically at the end of your current monthly subscription period.
How to cancel renewal of my subscription?
You can cancel the automatic renewal of your subscription in Account Settings on your device. Your subscription will remain active until the end of your current subscription period and will not automatically renew. You can continue to use all app features while your subscription is active.
Can I still use the app if I cancel my subscription?
A subscription is required for most app features, including creating, importing or editing data (e.g., categories or income, billing & expense records), creating invoices and use of the billing timer. You will still be able to view and export your data without a subscription.
What happens if I cancel my subscription?
If you cancel your subscription, then your account will remain active for the remainder of your one year term. After that, you will lose access to the members area and all new themes, theme updates and tech support. You may continue using the themes that you have already downloaded forever.
How to record billing & income?
Select “Quick Entry” on the home screen and then one of the options on the popup that appears, (e.g., new hours, fees, expenses or payments, or a new invoice). You can get this menu also by selecting the “+” symbol in the upper-right corner of the “Billing Summary” and “Recent Entries” pages.
How do Retainer Payments work?
Retainer payments received appear as income in your Billing Summary. If you have recorded retainer payments received for a project, your total billing for the project will remain equal to the total amount of all retainers received until the total billings for project exceeds this amount.
How to save default entries?
Set the “Save as Default?” button to “Yes” on the data entry screen. Your entries will then become defaults that will autofill the selection fields the next time you open the data entry screen. You can view and edit all default settings by selecting “Default Settings” on the home screen.
How do I view my recent entries?
Select “Recent Entries” on the home screen to see a list your entries of hours, expenses, income and invoices ordered by most-recent first. You can filter the list by selecting one of the tabs at the top of the page to show entries over the past 12 months or the current calendar year.
How do I view charts of my billing & income?
Select the chart symbol in the upper-left corner of the “Billing Summary”, “Payments Received” or “Balances & Invoices” screen to see a chart of your data. Tap the scroll symbol to switch back to the tabular view. Tapping on a bar in the chart will also switch back to the tabular view of the data.
How do I view client & project account balances?
Select “Balances & Invoices” on the home screen. Tap the triangle symbol to the left of a client name to view the list of projects. Expand a project cell to see income, billing and invoice summaries for the project. Tap the “payment” button to record a payment received for an account with a balance.
How to create a client invoice?
Select “New Invoice” on the Quick Entry popup menu and select the date, project & client. You can also optionally create or select a saved invoice header or footer as well as sender and recipient contacts. The new invoice will contain a summary of all project billing, fees, expenses and income.
How to create a custom invoice header or footer?
Tap the “Edit” button next to the header or footer label on the data-entry screen. Then select an option on the popup menu to either create a new o, select a saved one or select a photo stored on your device to use. A photo should have an aspect (width-to-height) ratio of about 7 for best results..
How to send an invoice to a client?
Click the upload button in the upper-right corner of the invoice and then select the preferred sending option (e.g., email, text, AirDrop). You can also chose to print the invoice on a network printer or save it in a file on your device or in your iCloud storage.
How do I delete my data?
Swipe left on a data entry on the “Billing Summary”, “Payments Received” or “Balances & Invoices” screen to delete it. Select “Delete Data” on the home screen to delete multiple data entries, with optional filtering by category and date range.
How do I import & export data?
To import data, just tap on an exported Client Hours data file (with a “chdat” extension) and select “Import Data” to proceed. To export data, select “Exporting” on the home screen, filter for date range and categories, then tap the export symbol in the upper-right corner of the screen.
How do I backup & restore data?
Select “Backup & Restore” on the home screen, then select an option on the popup menu. If you chose to restore from a previous backup, you will be given the opportunity to backup your existing data first. You can chose to backup to or restore from a folder on your device or in your iCloud storage.
How to view and edit categories?
Select “Edit Categories” from the home screen to view a list of all Client, Project and Activity categories. Tap on a cell in the list to view and edit the category details. You can delete a category by swiping left on a cell only if there are no data entries currently associated with the category.
How to create and view Client & Project contacts?
Select “Edit Categories” from the home screen to view a list of categories. Tap on a Project or Client cell to view its details, then tap on “Contacts” at the top of the screen to see existing contacts or add new ones. Tap on a contact to view details or to call, email or message the contact. Swipe left to delete.
How to share categories?
Select “Exporting” on the home screen and select the categories you want to export, then tap the export symbol in the upper-right corner of the screen. You can then chose “Categories Only” to export and share your categories without any of your data entries.