Report Showing Last Date Billed

Question

I want to mark client "Inactive" that haven't been billed in X amount of years. Is there a report that would show the client and the date of the last invoice? It seems tedious to go through clients one-by-one using billing assistant. I'd rather have a report where I can mark many at a time.

Nancy Duhon · Accepted Answer

You don't mention which version of Timeslips you are running and that may make a difference, but try this. 
 Under Report, Clients, run the Client Info Listing report. It will contain a LOT of information on each client, but one of the fields is the Last Bill Date. Do not print it to paper or PDF, but "print" it to Excel. You should get a spreadsheet with each client on a row and each field in a column. Then either: 1) copy and paste the Nickname 1 and Date of Last Bill columns to a new sheet, or 2) delete all the extraneous columns so you are left with just the two you need. 
 Then you can sort the sheet by the Last Bill Date column to know how long ago you billed them. 
 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 duhon@duhon.biz

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Report Showing Last Date Billed

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