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My company typically requires an initial payment for flat fee billing arrangements. This is essentially a "deposit for services". I have been creating a flat fee for this initial invoice and then a second flat fee for the final invoice. Is it possible…

Our employee bought parts with a company credit card. I need to add a journal entry manually for it which should be this I believe: Credit the Credit Card. Debit the expense account. Where it gets tricky is that I need this tied to the invoice…

I have a customer who requires 2 invoices each month off the same contract. I understand how to enter the first contract billing but when I go to enter the 2nd one, how do I get the items billed this month to items previously billed. I am trying to bill…

I made a mistake coding an item and billed the wrong job. I moved the item in AP and on only want to bill for the item to show only this item that it had been moved. What would be the easiest and cleanest way to create and bill for this? I tried to go…

We just noticed that since July 2020, a few of the clients that have outstanding balances with us are not receiving their statements. The system isn't even generating the bills with the rest of the billing. I have viewed the client setups and see no reason…

Last year Roger did a Webinar that discussed new features and 1 was a quick way to locate and apply unapplied payments. Can't find the info in the webinar recording and the few tech people ive mentioned this to, are not familar. Anyone here know the answer…

On January 3rd, we created 51 invoices. When I create an Invoice listing report, it only shows 27 invoices????? Why are 23 invoices not showing?

I am curious whether it is beneficial to finalize internal bills for time that is DNB (or on hold). DNB/hold time is currently hanging out in WIP, some of it being years old. I feel this makes the system run more slowly. I want to be able to see the time…

I am using Version 2007. If I included a slip as a No Charge how does that affect my billing reports? Is the time included in billable hours? I want to show the work done but not have included in billable hours as it is really not billable if it is no…

Hello, I'm trying to figure out how the contract shall be set up to allow for amount distribution to different amount type. I have a contract item with contract amount populated against Labour, Material and Overhead. I use Progress billing. When I…

The accountant always wants the credit card charges broken down by transaction. I use quickbooks at home and they have the ability to add credit card charges, then reconcile them. Can we do this in Sage? If so, I would like to know where. I am a newer…

Can I have multiple job numbers on the same invoice?

The problem has been described to me as.... The billing clerk is entering work performed by the lawyer in the client's accounts. You can see the information in the system under the client's account. When client's invoices are generated the outstanding…