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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.

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    SUGGESTED

    Hi. Try using this text in a footer and see if it works:
    NOTE: From inception to date: accrued legal fees: $[Actual Fees - ITD + New]; accrued costs: $[Actual Costs - ITD + New].

    It work in the 2009 version of Timeslips. :-)

  • 0 in reply to Laurie Lynne
    I don't do much editing of the bill layouts, but I did add a footer with the above language, as you suggested. I don't see where I can find a field to insert that would automatically calculate and put in the numbers (I did see a Field group which listed "New Charges Fees" and 'New Charges Costs," and I could insert that field into the text of the footer, but I did not see any field showing fees/costs to date which would be for the totals of previously finalized bills to add to the new charges which ). Although I could manually edit this footer every month myself when I'm billing this one client - is that what you meant?
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  • 0 in reply to Laurie Lynne
    I don't do much editing of the bill layouts, but I did add a footer with the above language, as you suggested. I don't see where I can find a field to insert that would automatically calculate and put in the numbers (I did see a Field group which listed "New Charges Fees" and 'New Charges Costs," and I could insert that field into the text of the footer, but I did not see any field showing fees/costs to date which would be for the totals of previously finalized bills to add to the new charges which ). Although I could manually edit this footer every month myself when I'm billing this one client - is that what you meant?
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