• Reports

    Is there a way to find a report for invoices numbers that have been cancelled and redone? Apparently, someone sent out invoices and then did a rebill on several where they got new invoice numbers and these invoice numbers are no longer available. However…
  • How do I enter the client's retainer and then generate an invoice/bill that shows the work that was done and how much of the client's retainer is remaining?

    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…
  • Pulling payments for specific time period for specific invoices/clients.

    FormerMember
    FormerMember
    Hello! Thank you in advance! I am attempting to pull payments received from 01/01/19 - 08/31/19 only for invoices dated 01/01/19 - 08/31/19. Any report I try to create ends up pulling in payments that I've recorded during that time frame, regardless…
  • Missing Invoices in Timeslips when trying to reprint bills

    FormerMember
    FormerMember
    Hi All, My office is trying to reprint bills for a client. When going into reprint bills options. We have a short list of invoices even though we can an all dates selected. Showing in the A/R report, we have invoices going back as far as 2014…
  • User defined reporting - "In Reference to" in Slips

    Hello all, I am creating user defined reports in Timeslips 2017 (perpetual license). I have been merrily creating Client reports which include the "in reference to" field from the client record. Not a problem I have tried creating User Defined Slip…