Add Case Timer and Link to an Invoice

INSZoom has built in Timer that can be used to record how much time is spent on a case or client. These timers can be linked directly to an invoice from the case level.

Navigate to the 'Case Info' page and click on the 'Timer' tab under 'Communication'.

Click on ‘Add Timer Record’ to add a new timer. Fill out the ‘Hourly Rate’ and ‘Comments’ if you desire. Click ‘Save’ to capture the new timer in the case.

In order to view the invoices connected to the case, click on 'Invoice' under the 'Billing' section.

A list of invoices for the case will be displayed, click on the invoice you would like to add the timer to in order to open it.

The invoice will open, scroll down to 'Fee Items' listed below the 'Payer Details'. Click on ‘Add Items.’

Select ‘Copy From Case Timer’ from the drop-down located below the ‘Add New Invoice Item’ button and click on the arrow.

Check the box of the relevant case timer and select 'Payment Group' from the drop-down and click on ‘Save’.

The case timer will be added to the Invoice as a new fee item. The date and time the timer was created will be listed along with the fee and how much time was spent.