A/R check receipts not showing on bill for new client

TS 2010 on a pickled Win7 machine. A dinosaur, like me, hoping to make it to retirement on 2010.

New Client; no prior bills.

A client payment by check shows properly in the Transactions list.

In Print Bills, the payment does not show when I print to the screen whether or not Options|"follow slip date range" is checked or not, or whether or not I set a slip date range.

When I print bills for older clients, payments show.

Suggestions in forums suggest making sure the A/R transactions are not held. I see no option for that in 2010.

Anyone?

A/R not showing on bills

  • Are you using Generate Bills or Billing Assistant? Does the client owe money? Or are they paid ahead?

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • in reply to Nancy Duhon

    The client is new and this is the first bill. There are slips totaling over $2,000 (just entered) and a payment after the date of the last slip for $250.

    I am using "Generate Bills."

  • in reply to cprstn54

    Sounds like the client might be assigned a bill layout that is setup to exclude payments. One other option - I believe there is also a box in options about showing unapplied payments. That might also be something to look at. 

  • in reply to cprstn54

    Okay, then let's look at the Options for Generate Bills in the lower left corner of the interface.

    Now look for the option to "include payments with unapplied amounts." Is it checked? If not, check it.

    Let us know if that works or if it still does not show.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • in reply to Nancy Duhon

    That option is not present. Maybe it is somewhere else under 2010. I tried to upload a screen pic but wasn't successful.

    ...

  • in reply to Caren2

    The same bill layout that fails for the new client works for clients previously billed...

  • in reply to cprstn54

    Hmm, that's an odd one.  What does a Prebill Worksheet for that client show? Sometimes you can get a clue from those as to why.

    Aside from that, I'd have to remote in and take a look. 

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • in reply to Nancy Duhon

    One other thing to check.  Is the client in Revision Stage?

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • in reply to Nancy Duhon

    Pre-bill shows the $250 payment. Client is not in revision stage as I have only ever printed the bill to screen. I will shortly see if printing to PDF shows the $250. Next test after that is to do one early bill with the timeslips and a second later bill for the payment.

    A few years ago I encountered something similar with a history report and could not solve it. I had to manually type in all the A/R credits.

  • in reply to cprstn54

    Okay,but make a backup first, because if that doesn't work, you may not be able to undo the first bill and start over.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]