• 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…
  • Undoable Bills Disappearing

    Hi All, I have one large corporate client that I bill constantly--- throughout the month almost daily - a few hundred a month. I've noticed that periodically, for no reason - ALL of my invoices for this client will disappear from the undoable screen…
  • Slips not being checked include

    I must have changed a setting somewhere and I am going crazy. When I enter a slip in TS 2016 for any client, the slip in no longer automatically included. I am having to manually click the include button. HELP Please
  • AR Balance and Invoice Balance Do Not Match

    We have Timeslips 2017. This issue is actually happening no a few clients. We have noticed that sometimes especially if a client is running a credit that the amount due works out correctly in the Accounts Receivable List, but when an invoice is generated…
  • Missing or skipped invoices

    FormerMember
    FormerMember
    Is it possible to override the system and skip invoice numbers? I understand that there is a setting for using global invoice numbers but is there a way for someone to skip let's say invoice number 404 when they have invoice 402, 403, and 405? I'm unsure…
  • Posted Check showing on Invoice but not "Previous Balance"

    If a client has new charges, plus they had a previous invoice which they paid, when invoices are printed, the check is showing up on the invoice but it does not say "Previous Balance" so it's very confusing for the client because they think the check…
  • How to print pre-bill worksheets that only show Costs and Fees?

    Hi, How could I print out pre-bills that only show costs and fees using Sage Timeslips 2011? Thank you
  • Editing Timeslips After Bill is Approved

    Hello..I hope someone can be of assistance. I have prepared timeslip client entries for billing. Afterwards I realized the text portion of the slips need editing due to extra spaces which cause strange formatting when printing the report for filing…
  • Payment date entered as 2012 needs changing to 2013!

    On 5/6/13 a payment for a client invoice (dated 3/12/13) was entered in Timeslips, but the payment was accidentally dated 5/6/12. This error was not discovered until yesterday when I was doing an audit of sales tax. The problem is that another invoice…