Sage Timeslips

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…

I need to set up a new client that will be billed 50/50 to two insurance companies. How would I do that?

Hi all. I have Sage 2020. I am creating a client's bill and the invoice shows a balance due (which doesn't really exist, and I've already checked to be sure that the payments are properly applied) and interest is being calculated on said nonexisting balance…

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?

We don't use trust accounts (not law firm). We use separate client nicknames for each individual project. One of our clients has overpaid on one project (or client nickname) and wants to apply that overpayment to an invoice due on another project (client…

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 have been using TS for years. Just updated and have had no problems until now. I have had this error in the past but I always found then that I had somehow selected "Do Not Bill" or somthing of the like. That is not the case here. I have one expense…

My client asked to have a write off show on the bill for a particular customer. It seems you can't apply a write-off unless a bill is generated, so I generated the full bill, applied the write off and printed the second bill showing the correct balance…

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…

I have two customer that are paid by one company. There was a credit say a $5.00 to the first company and they discounted that amount from what the second company owed. So the second company owed $200.00 and with the discount they paid $195.00. If I enter…

I am on TS2017 - version 25.5.11.388 I generally generate monthly batches of bills using Billing Assistant Details. I can select the clients to bill as normal. However, on some matters I needed to hold out some slips (both time and/or expense slips) from…

I had to make a fake invoice to clear credits that I couldn't delete - now AR shows a different amount than the "previous balance" on bill. What did I do wrong or is it a glitch? I have been trying to fix wrongly applied payments and when I made some…

Our new third-party processor cut out $210.00 of fees we billed on our first electronically generated bill. Is there a "standard" out in the world about how to handle this situation? Do we go ahead and approve the original bill, then show CREDITS on the…

If I invoice a client for an initial retainer, say 100.00 dollars, and they send me 100.00 dollars.Then i start providing services under that initial retainer - if I invoice out those services, I'm essentially billing twice - how to avoid that? Using…

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…