Oooh, Davianna Morris , girl I feel for you. Trying to 'fix' a Timeslips database that has not been properly maintained, can be quite a challenge. (Just an aside, but you might also want to look at just creating a 'new database based on current' that will have all the clients, timekeepers, activities, but no slips or balances.)

I am a bit unclear about exactly what you are trying to do, but let me see if I can help.

Sounds like perhaps time and expense slips were entered into Timeslips, but never billed/approved on an invoice, and payments have not been entered at all. Is that correct?

You then are running and approving a bill for the slips/charges which gets you an invoice with a balance due, then entering a payment and applying it to the invoice you just ran? 

If I am correct so far, it would be correct for Timeslips to say that the client's current balance is zero/paid in full, but that their previous balance is equal to the amount of the invoice. This is because Timeslips has not yet billed and approved the payment. So you would need to run one more bill/invoice with a Previous Balance of $X, show the received payment of $X and then have a resulting Balance Due of -0-. This way there would be no previous balance on the next bill.

That's two bill cycles to get everything cleared out. One to bill the work in progress, and a second one to bill the payment.

There is a better way. Set the client to do a Flat Fee of Zero on the Next 1 bill. Run and approve the work in progress. No A/R created, so no A/R to 'pay' or writeoff. One bill cycle.

Hope this helps.

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]

Thank you for the response.  I will try this over the next couple of billings I have next week and advise to verify or reject.  Thank you so much!

Thank you for the response.  I will try this over the next couple of billings I have next week and advise to verify or reject.  Thank you so much!