I need to set up a new client that will be billed 50/50 to two insurance companies. How would I do that?
Timeslips has a whole feature for this called Split Billing. You can read up about it in the Help File. If you have any further questions after that, you can post them here. The more detail you give us about what you are trying to do the better we are able to answer your questions.
If you need/want help with it, myself and other Certified Consultants are available to assist.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
I've looked at the billing arrangements and I don't see one that would truly fit. All timekeepers will enter their time into one client. Then I need to split the bill 50/50 to send to two different insurance companies reflecting their share. Since there will be two recipients, where does the second address get entered?
You won't see it in Billing Arrangements. Please see the help file as suggested.
You will find the setup under the Bills menu.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
*Community Hub is the new name for Sage City