Client Funds / Retainer account Timeslips 2019

Hi, we have a client set up to have their retainer applied (detailed) when an invoice is generated.  It does show this information on the last page of the invoice.  Is there a way to set up the layout to have the invoice total on the first page reduced by the applied retainer that appears on the last page. The invoice total on the front page still shows the original amount without the retainer even though the retainer has been applied.  The client would have to look at the last page to see that their retainer has been applied.  

Thanks 

  • 0

    This is hard to answer because everybody’s invoice is customize slightly differently. However, it sounds like you are using a token on the first page that does not include the payment from trust. A consultant like myself can probably help you fairly quickly to find the right token and fix the layout.

  • 0

    The short answer is Yes, we can do that.

    Your next questions is "How?", and that is a much longer answer that does not lend itself well to a public bulletin board, but is very specific to your layout and better handled as a small consultation.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]