Previous Balance Invoice Numbers

Question

When I print a bill with only a previous balance Timeslips does not use the original invoice # from which the charges originate, but instead generates a new invoice number. This is confusing for some of our clients, thinking there is a new invoice/balance due. I've read previous posts regarding this and the "fix" and to make sure Timeslips has the setting of "show invoice number on: bills with new charges. This is our current setting, but it still generates a new invoice number for previous balances only. Is there something I'm missing? I'm using TS Premium 2020.

Nancy Duhon · Answer

That setting is the only way I know to stop the numbering on a bill with no new charges. If it is not working, maybe look to see if you are fully patched on the version you have. BTW, it is EITHER Premium OR 2020, so make sure you get the right patch for your version. 
 You can check for the latest patch/version here: https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=14306&sliceId=1&noCount=true&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=15942&cmd=displayKC&dialogID=619320&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true 
 If your clients are getting confused, you might want to switch how your bill reads. By default/out of the box, Timeslips bills read sort of like a credit card bill: previous balance, new charges, payments received, optional interest, then new balance. These bill formats seem to work well when the bill is being sent to an individual or small business. The more corporate or large the entity you are sending the bill too, the more likely they are to have an entire Accounts Payable Department or use software to track their payables. This is where the traditional bill format can cause confusion. 
 In those situations, I find that if we suppress the previous balance and payments and ONLY show new charges on an invoice, then the confusion subsides. Now, when the Accounts Payable clerk goes to enter the payable in the system, the Date, Payee, Invoice and Total will work without "doubling" the previous balance/previous invoice in the Balance Due. 
 So what to do when they don't pay an invoice? You can use a Statement in Timeslips to show your corporate client which invoices you have sent, which payments you have received and which invoices remain unpaid. 
 Hope that helps. 
 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. 404-325-9779 duhon@duhon.biz

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Previous Balance Invoice Numbers

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