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crrlaw

How to Show Cumulative Totals on Current Invoice

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I am using Timeslips 2017.

I have a client that wants every current invoice to include the cumulative total for services and expenses (totaled separately) since we began billing for the matter.   Is there a way to show this on my invoice?  Would that cumulative total include the amount of the current invoice?

Currently, I am finalizing the invoice and then running under Reports, Client, the "Aged Invoice Listing" report which includes all amounts billed (including the current invoice which I have finalized) and which breaks down fees and costs to date in the matter.

I would like my invoice to go automatically by email when it's finalized, but I can't do this if I'm running an additional report to send along with the invoice.

Parents
  • 0
    As Caren mentioned, those fields can be added to your bill layout in a Customizable Section. Been there, done that. (Which is good news!)

    But it would be something that I would charge for as a consultant, including remoting into your database to set it up with you. So, you will likely need to decide how much being able to do that would be worth to you, then contacting a consultant re: pricing.
Reply
  • 0
    As Caren mentioned, those fields can be added to your bill layout in a Customizable Section. Been there, done that. (Which is good news!)

    But it would be something that I would charge for as a consultant, including remoting into your database to set it up with you. So, you will likely need to decide how much being able to do that would be worth to you, then contacting a consultant re: pricing.
Children
  • 0 in reply to Nancy Duhon
    It took me about two hours playing around to get everything set up but I found directions from you online at the knowledgebase for Timeslips 2009 regarding how to add a customizable section. I did this and then figured out how to move the section to the end of my bill and after killing several trees trying to get my text headings lined up with the fields (and when you're in the design section and going back and forth making changes and then viewing - why isn't what prints out the same as what you view on screen? I'm always moving things up, down or left and right and they look perfect on the screen but don't print out the same) everything worked out perfectly! Thanks for such great advice!
  • 0 in reply to crrlaw
    Might not be available in footer so customizable section is best bet. Can also depend on version

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