Billing History

SUGGESTED

I would like to have a full billing history for clients and be able to look at  all of the images. I have one in particular that will only retain about 2 months worth of invoices.  Since there are multiple invoices issued daily I can't go back to a specific invoice to see the details of the bill when the invoice images are no longer available.   Is there a global or client setting to keep them available?

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  • 0
    SUGGESTED

    In Timeslips general settings there is a setting for how many bill images should be kept PER MATTER. The default is usually 13, but you can change it up to 99 I believe. It will make your database and backups larger. Note this is only going forward, it will not add in older images. the only thing you can do for older ones is to recreate something close using history bills. You can also print copies of bills to PDF and save those. 

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  • 0
    SUGGESTED

    In Timeslips general settings there is a setting for how many bill images should be kept PER MATTER. The default is usually 13, but you can change it up to 99 I believe. It will make your database and backups larger. Note this is only going forward, it will not add in older images. the only thing you can do for older ones is to recreate something close using history bills. You can also print copies of bills to PDF and save those. 

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