Sage Timeslips

Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.

So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee - and my report comes out accurate. This month, when I compare…

We are trying to figure out how to use email bills in Timeslips 2020. We will have some clients receive emailed bills, and others that will need to have printed, mailed bills. As I understand the help documentation, email bills are created after bill…

Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill Example file application- flat $1400 report application as filed $18/ hrly can I invoice a flat rate task and an hourly task? Can I invoice a flat rate…

I need a report to show me any AR that was billed prior to 7-1-2017, but NOT paid as of 12/31/2018. Is there a report in TS that will give me this info? Or a combo of a couple reports that I can then put the info together in Excel? I use TS Premium …

Hello, we run Timeslips on multiple machines that connect to a server. One of them is generating bills fine, but the other is generating the bill with blank data for totals. Any thoughts?

I recently upgraded from Timslips 2010 to 2019. I use a standard template for all bills which have clients with more than one reference. On most of these, at the end of each reference, it shows the total number of hours and the total amount charged for…

Hi, Can anybody suggest how to create a billing report listing the bills raised, credit notes and the reversals of the bills within a specified period? Ideally I would like the breakdown as fees, cost and tax on each individual line. Any suggestions…

I would like to print individual pages for my timeslips pre-bill. If i choose the "display" option and hit print it uses my video drive settings and doesnt allow me to print "fit to page" or any other change in size. In this option i can pick specific…

We need someone to design some invoice formats. Is there a specialist who handles this?

Three years ago, some poor soul had the same problem that I'm having and didn't get an answer. A few years before that someone else had the same problem and got some help. I tried those solutions but no luck. Hopefully you will have some other ideas to…

I am on TS2017 with the April 2017 update. When I run bills, I always have TS print 2 copies, collated, so that I have one to mail and one to file. I noticed in reviewing the "file" and "mail" stacks again that for some clients (not all) the bills are…

I would like to be able to generate monthly statements for all clients with outstanding balances (not just those with activity since the last statement). Is there a setting I am missing somewhere? Thanks, Debi

I'm looking for an easy button to run bills to be emailed and then regular mail report without having to manually uncheck exceptions.

We want to send out bills via email and paper this month. Just to cover the transition to email billing. ebilling is all set up and ready to go, Some clients that opted out of receiving their bills via email. I'm guessing when we send out bills…

I am wondering if there is anyway to use the Generate Bills function to generate Invoices only and exclude Statements. I see that you can run just statements from the Billing reports menu, but don't see anyway to only do invoices and note statements.…

I just undid a bill to make a small change. When I tried to print and finalize it again, I started getting an error message that no data was selected, and I am not able to print or finalize the bill. Does anyone have suggestions?

When generating a bill, only the rate and amount (value based on time) are shown for each entry but not the time spent. How do I include the time in the bill?

Does anyone know how to generate a report that shows Attorney, Amounts Billed for a certain period (A/R Transaction Date), and Invoice Status (Paid/Partially Paid) amount at the same time? I cannot find/create a report with these three items. Please advise…

Timeslips 2015 - Generating and printing bills was working fine for months. Last month it started having a problem. Out of the blue, when bills are printed they do not show any work details (ie 1/1/15 - 30 minute phone call, 1/15/15- 2 hour meeting, etc…