If you need to track A/R against each particular matter, then References will not be 'enough.' While they allow you to subtotal or filter for an invoice, Timeslips does not/cannot track balances by Reference.

You will need to "promote" the matters to a Client.Project to track A/R by matter.  You can read more about this in the Help file.  Essentially, each matter is a separate 'Client".

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
[email protected]

Thank you