Invoices

We currently have 2 issues in timeslips.  1) The invoice on the bill is another client's invoice number when we try to post a payment; 2) the invoice on the statement in timeslips is different on the statement that the client receives.  No idea why it is happening and don't know how to fix

  • What version of Timeslips? Does it only affect this one client?  

    That is not a common problem. 

    First thing I would check is whether you are doing anything with the invoice number in the client settings other than Use Global Invoice Numbers.

    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 addition to Nancy's question, the other possibility is that invoices were generated and then undone which could have an impact on invoice numbers. Someone could have gone in and reset the next invoice number. Unfortunately I have seen where people print invoices and send them out but don't finalize then recreate or finalize and then undo / redo and this can impact invoice numbers. 

  • Okay all the client's are set up with global invoice numbers.  With regards to doing a draft bill does that effect it?  I am seeing when I finalize bills it shows a invoice number and when it gets emailed to client it is showing another invoice but the bill was finalized. 

  • That sounds really strange. Whatever invoice number is on when you finalize should be the invoice number it shows. Might be something wierd in your billing layout. Would need to look at it. 

  • What exactly do you mean by a "draft bill?" Different people have different ideas about what that is. 

    You are correct, the one you finalize should be the one that gets emailed. I don't see how the layout would affect it. This one may be hard to troubleshoot on a bulletin board....

    I'd really like to walk through how (as exactly as possible) you generate your bills.

    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]