Invoice missing after printing

SUGGESTED

I created an invoice for a client and sent it via audit house. Invoice was paid and payment information entered. After payment was entered, the client had a credit. The original invoice was not saved in the system. When billing was done the next month the same invoice number that was assigned to the missing invoice was given to the next month's bill so the client could not accept it due to having received an invoice with that number.

The timeslips for the month that the invoice is missing are still there however when I try to create a bill with that month's time the system will not allow me to create a bill for that month.

Does anyone have any suggestions on how to create a bill for the missing months?

  • 0
    SUGGESTED

    Sounds like the first bill has not been approved. Is it still in Audit Stage perhaps?

    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]

  • There are no bills pending approval in the audit stage. Is there a way to search for the invoice number? Also, I tried to recreate the invoice from the time slips but even though the time slips are in the system it does not allow me to request a new invoice for those dates. 

  • 0

    Hey   !

    Okay this one is likely not going to be resolved easily via a free bulletin board. It is pretty deep in the pool as far as Timeslips questions go.

    I am very unclear about what you want to do, and what has already happened. I have so many questions:

    1) When you say you "created an invoice," did you approve it in Timeslips?  Did it create an invoice transaction? 

    2) When you received and applied the payment, was there an invoice to apply the payment to?  Is that why the client has a credit balance? I.e., there is no invoice to pay?

    3) RE: the time entries. Yes, the system will keep the slips after they have been billed, but if they have been approved on a bill, then Timeslips will not rebill them again. When you say :

    when I try to create a bill with that month's time the system will not allow me to create a bill for that month.

    What EXACTLY happens when you try? Do you get a message? What does it say? Does it just hang? 

    If you look at a slip that was included on that bill, what does it say in the top right area? WIP, Proof, Revision, Audit, or Billed?

    Is the invoice listed under Undoable?

    What is your end goal? Since the client has already accepted the invoice and paid it, do you just need to get the balance correct in Timeslips? Are the slips marked billed? Do you need a reprint image for some reason? Do you have a backup from prior to this happening? How long since that backup? What new entries have been put in since the good backup?

    This would likely be much faster to fix with a short consultation, but that would be a billable event for me.

    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]