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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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    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
    This didn't work for me in a footer because I couldn't access the fields I needed to have the totals automatically inserted. I did find other directions online (for Timeslips 2009, which worked for 2017 too) for doing exactly what I wanted. I added a customizable section 1, and when in that section I did have access to the proper fields and could then drag them next to my text so that every bill will now include fees, costs, and total to date, which includes all previous amounts billed and the current bill too. I do appreciate your reply and will keep it in mind if I have text I need to add in a footer.
  • 0 in reply to crrlaw

    Hi, crrlaw. I'm kind of confused about what you're saying here and in your earlier comment. Maybe it's because I wasn't quite as clear as I should have been.

    The text I showed earlier
         NOTE: From inception to date: accrued legal fees: $[Actual Fees - ITD + New]; accrued costs: $[Actual Costs - ITD + New].
    is _exactly_ the text I have in the footer of a bunch of my bills. To be exact, what I mean by "footer" in TS2009: Client Information --> Layout tab --> Message 1 --> Custom (or named message) --> Edit --> Paste formula in box.

    This causes, each month, for my bill to that client to show something like this:

         NOTE: From inception to date: accrued legal fees: $5,678.90; accrued costs: $123.44.

    The numbers are automatically calculated by Timeslips using the (horrible) formula, and so are automatically printed each month on the client's bill. (I got the formula a long time ago, probably from Nancy or Caren.)

    A quick search in the (not very helpful) help, finds "Actual Fees" on the page titled "Bill Database Fields: Client group," along with a whole bunch more of them. You may want to also search in the help for "formula." I don't have any idea how much 2017 is different from 2009, but this is what I'm using in the old, old 2009 version of Timeslips.

    I hope this helps!

Reply
  • 0 in reply to crrlaw

    Hi, crrlaw. I'm kind of confused about what you're saying here and in your earlier comment. Maybe it's because I wasn't quite as clear as I should have been.

    The text I showed earlier
         NOTE: From inception to date: accrued legal fees: $[Actual Fees - ITD + New]; accrued costs: $[Actual Costs - ITD + New].
    is _exactly_ the text I have in the footer of a bunch of my bills. To be exact, what I mean by "footer" in TS2009: Client Information --> Layout tab --> Message 1 --> Custom (or named message) --> Edit --> Paste formula in box.

    This causes, each month, for my bill to that client to show something like this:

         NOTE: From inception to date: accrued legal fees: $5,678.90; accrued costs: $123.44.

    The numbers are automatically calculated by Timeslips using the (horrible) formula, and so are automatically printed each month on the client's bill. (I got the formula a long time ago, probably from Nancy or Caren.)

    A quick search in the (not very helpful) help, finds "Actual Fees" on the page titled "Bill Database Fields: Client group," along with a whole bunch more of them. You may want to also search in the help for "formula." I don't have any idea how much 2017 is different from 2009, but this is what I'm using in the old, old 2009 version of Timeslips.

    I hope this helps!

Children
  • 0 in reply to Laurie Lynne
    Well, that sure would have been easier than what I did (that took forever because whenever I'm making changes to a layout, what I see on the screen never is the same as when it's printed - I'm always going back and forth, bringing a line up a little, adding a space . . . ). I took footer literally - as in the footer section of the layout. When I copied your formula to the client under "message 1" it plugged in exactly the right numbers! Now I'll have to decide which method I want to use. Thanks again for your comments - it did look like a formula to me, but I've never used formulas in Timeslips before. It did exactly what you said it would do, I just put it in the wrong place originally. Thanks again!
  • 0 in reply to crrlaw
    Sorry. I've been using Timeslips for so long, I just think of those "messages" as "footers" and have become immune to the text on the screen. I wish I'd been more clear so that you wouldn't have spent so much time on it. :-(
  • 0 in reply to Laurie Lynne
    Well the time spent wasn't a total loss - I did learn more about layouts and adding a customizable field in one. The thing that took the most time was getting text to match up with the fields. As I said before, what shows on the screen is NOT what prints out. It's a lot of viewing, printing, editing, and then doing it all again over and over.
  • 0 in reply to crrlaw
    I just want to add - I also found here at the knowledgebase a comment about "data tokens," which is what the formulas are. I then looked up in Help in Timeslips and was able to print out an entire Data Token List and adjust the formula you gave me to also add the total fees and costs combined - $[Actual Fees + Actual Costs - ITD + New] I am really excited - I never knew this existed! Thanks again.
  • 0 in reply to crrlaw
    Thanks. I'm glad to help!

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