Ran in incorrect invoice. Timeslips now unavailable?

SOLVED

Somehow I generated a bill and transmitted to the client, but it's not showing up in my system.  Before I realized this I created a new invoice and it somehow includes all the timeslips from the 1st bill plus the extra date range I included.  I basically billed the client twice for some time and included some additional time that should have been billed.  I'd like to cancel the second invoice and rebill them for just the correct date range of time. Can you tell me how to do this?  1st invoice was from 10-1-20 thru 12-31-20 and 2nd invoice should have been 1-1-21 thru 1-31-21 only but it was 10-1-20 thru 1-31-21.

  • 0

    That's going to be too involved for a bulletin board type of response.

    It sounds like Invoice 1 did not approve correctly, leaving those entries unbilled. (Just because it printed something and you sent it to the client does not mean Timeslips has approved it, or locked it down.)

    So, when you ran Invoice 2, you got all those unbilled slips again, plus some new ones. Did you approve this one? Is it in Proof Stage?

    You will need to undo the second bill (if approved). Rebill Invoice 1 and approve it, then redo Invoice 2.

    If you need help with that, that's what I do. ;-)

    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]

  • 0 in reply to Nancy Duhon

    I didn't catch the error until the 2nd invoice was already finalized in Sage.  The client flagged the 2nd invoice with errors for duplicate time billed. They've already paid on the 1st invoice that doesn't exist in my system. :( which is good and bad I guess.

  • 0 in reply to Kim Gilliam

    It's only $175 in new time from 1/1-1/31.  It seems like if I could go into the individual timeslips and cancel them, delete them or somehow disassociate them with the 2nd invoice, I could then generate a new bill with just January's time.

  • +1 in reply to Kim Gilliam
    verified answer

    Nope, that's not really going to work.  You can use a date range to select only the January time, but your previous balance is not going to match the ending balance from Invoice One, and you have no invoice to apply the payment to, so your balances will be off.

    My advice remains the same.  Been there, done that, got the t-shirt. Several times.

    #It'sOkayYouAreNotTheFIrstPersonWhoHasBeenHere :-)

    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]

  • 0 in reply to Nancy Duhon

    Thanks for your help!

  • 0 in reply to Kim Gilliam

    Hi Kim, if the above suggested answer helped, please do mark it as verified White check mark for the benefit of others in this forum Slight smile. Thank you!