Timeslips Email Bills questions

Question

We are trying to figure out how to use email bills in Timeslips 2020. We will have some clients receive emailed bills, and others that will need to have printed, mailed bills. 
 As I understand the help documentation, email bills are created after bill approval for those clients that have "Send bills via email" checked. This implies that when I print bills, bills for those receiving email bills are printed. If I run the bills in one batch, I will need to identify and manually separate out the printed bills for those clients receiving email bills. Correct? 
 If I could filter on the :Send bills via email" checkbox, I could run bills in two batches, one for those receiving paper bills and one for those receiving email bills. I can print to PDF (which I do anyway to keep bill copies for future reference) I could print off the PDF for the paper bill people,l and not print off the PDF for those receiiving email bills. 
 Under Generate Bills, I couldn't find a filter that would do this. 
 Is there a way to identify or flag bills that are emailed so I don't have to manually separate printouts?

Caren2 · Answer

If you don't have the feature Nancy referenced, and you are not planning to upgrade, you can setup a custom field to identify the bills to be emailed vs the bills to be printed. Then you can run them in different batches. 
 You can not filter on the "via email". Making sure you update the custom field is an extra step but it may be worthwhile.

Nancy Duhon · Answer

That will work, but the "third time" is not necessary to get the PDF copy. 
 You could do that via the Bills, Reprint Bills, View By Date Range, Select date range of today and then reprint everything to a single PDF. 
 However, as I said, your way will work. Good job! 
 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

Nancy Duhon · Answer

There are several ways to email bills. I like to start my clients out a bit slowly, then ramp up as necessary. 
 Method 1: Print to paper, then scan, rename, attach to an email and send. Technically, it is a method, but it sucks and I do not recommend that you do it that way. 
 Method 2: Print to paper or PDF as you prefer and finish up/approve the bills. Then once all the dust settles. Go to Bills, Reprint Bills and use that to send the output to an Email Message. There is only one template for that message, and you will have to pick and choose who gets the repriint. But it does have the advantage of removing the "scan, rename, attach to and email" from your process. 
 Method 3: This is that you will find discussed in the Help as Emailing the bills. On the client you have to both check the box and provide and email address. You are correct that you will see the prompt to email when you approve the bill. 
 Sounds like you maybe don't want a printed copy of the emailed bills? Because you don't want to mail and email? What is the goal of what you are trying to do? 
 If you look under the Options tab just before Generating the Bills, there is an option to not print a paper bill for a bill that is going to be emailed. 
 
 Hope that helps. 
 ***Also note to older Timeslips users who may come across this thread, this is a newer feature, and you may not see it in your older Timeslips product. I don't remember exactly which version it started in, but I know it was added because of feedback about having everything print, but only some needing to be mailed. 
 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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