Was the payment made during the period for which you are running the bill, i.e. the date filter. If not then the checkbox on the AR uses date range should not be checked

Payment was made three days after the previous invoice and I ran the date filter for that earliest time period. Regardless, ticking the box on and off does not seem to effect whether bill/pre-bill recognizes that payment existing.

Might be a filter stuck. You can try closing all open windows and going to setup > preferences. Under Appearance/Interface - restore all windows to default. 

You can also try running database verification with only look for errors checked. 

If that doesn't help or data verification shows errors would need to look at it. 

Restoring all windows to default did nothing. Will try data verification - but I doubt that will turn up with anything.

When you look at the payment in Billing Assistant, does it have a little check in the box to the left?

Nancy Duhon, Esq.

Duhon Technology Solutions, LLC

Master Certified Consultant for Sage Timeslips

Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.

[email protected]

404-325-9779  

The payment does not show up in billing assistant it only shows up when I pull up accounts receivable and click Show Payments and Receivables. The only information billing assistant shows was that there was a payment made on the date. I'm also not sure what box you are referring to? If you mean the boxes under options, checking or unchecking the boxes does not seem to affect whether the payment appears on the bill.

(Okay, we can back and forth on this here on the bulletin board, but it would probably be a lot faster to just hire Caren or I to remote in and look at it with you.)

Your first two sentences in your reply are confusing to me.  You either SEE the payment in Billing Assistant or you don't.  Let me try to walk you through to were I want you to look:

Open Billing Assistant and pull up that Client record in Single Client View.

In the menu running down the left-hand side, click on A/R: Transaction List.  This should show any unbilled A/R Transactions for that account.  I would expect you to be able to see your payment in question listed on the right. Is it listed?

IF it is listed, then the left-most column of the list should show a small box related to that particular A/R Transaction.  If Timeslips thinks it should be including that transaction on the bill, the box will have a check in it. 

So, my question to you was: Does it, in fact, have a check in that tiny box? 

Hope this is clearer.

Nancy Duhon, Esq.

Duhon Technology Solutions, LLC

Master Certified Consultant for Sage Timeslips

Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.

[email protected]

404-325-9779 

Followed your instructions, it is not listed in the A/R transactions list tab and I don't see any payments in that window. However, in the the overview tab it shows the date of last payment correctly and when I navigate to accounts receivable and search in Show Payments and Receivables for that client it does show up in that search and does show up as having been recorded as a payment for the previous invoice. I can't seem to delete that payment, but would rejecting that invoice and entering a new payment for the same amount solve the issue?

No, don't try to do that yet.

On the Show Payments and Receivables for that client, does it have a little yellow (or red) envelope on the line with the payment?

Nancy Duhon, Esq.

Duhon Technology Solutions, LLC

Master Certified Consultant for Sage Timeslips

Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.

[email protected]

404-325-9779 

Yes it has.