Total Billed in a month

SUGGESTED

Is there a report I can run that shows the total amount billed in a specific time period? For example, I billed some clients between Nov 7th and Nov. 13th. I'd like to know the total amount billed in that time period.

Thank you.

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  • 0
    SUGGESTED

    I depends on what you mean by "billed" and "I billed."

    In Timeslips, slips are entered/'born' and are initially Work In Progress (WIP) or unbilled. The entry has been put in, but it has not been sent to the client yet on an invoice. So it is considered not billed yet.

    Once that entry appears on an invoice that get Approved, then the status changes from WIP to Billed.

    So, the first thing I would tell you to do is run an Invoice Listing report for invoices dated 11/7 - 11/13 to know how much you billed/sent out to clients to pay in that date range. Is that what you want to know?

    When you say "I billed, " I have to ask whether you are a sole practitioner, or if you have other staff/attorneys. Do you want to know only your own time entries that went out? or the Invoice Listing above? If you want only your entries, you can do a Slip Listing for all of your slips Billed On Invoice Dated to filter for only those slips that went out the door from 11/7 to 11/13. Note that those slips could have been dated any time, what is pertinent is when they were BILLED.

    Hope this 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
    [email protected]

  • 0 in reply to Nancy Duhon

    When you say "I billed, " I have to ask whether you are a sole practitioner, or if you have other staff/attorneys. Do you want to know only your own time entries that went out? or the Invoice Listing above? If you want only your entries, you can do a Slip Listing for all of your slips Billed On Invoice Dated to filter for only those slips that went out the door from 11/7 to 11/13. Note that those slips could have been dated any time, what is pertinent is when they were BILLED.

    I'm the billing clerk. I finalized and approved bills that were then sent out to a select number of clients (between 11/7 and 11/13).

  • 0 in reply to bibiruiz
    SUGGESTED

     , then the Invoice Listing filtered by date should give you what you need.

    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]

  • 0 in reply to Nancy Duhon

    It does! Thank you so much =)

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