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Amber23

Is there a way to generate an itemized bill with the up to date Client Funds?

SUGGESTED
Posted By

I know that you can generate a bill with the available Client Funds but, that option only generates the balance prior to billing.

I am trying to print an itemized bill with total charges then, below that show beginning balance of Client Funds, the payment in full of the charges and then a New Balance of the Client's Fund.

Please Help!

  • 0

    What you show as charge detail and what you show as client funds detail are quite separate. The client funds detail comes from the client information - funds tab and whether you choose to show summary, detail or none.

    The time and expense charges are detailed or summarized on the bill based on your bill layout. Sounds like you need a bill layout with time charges detailed rather than summarized.

    You can copy your existing bill layout and make the changes or work with a consultant who can help you get the layout looking exactly as you want it.

  • 0
    SUGGESTED

    For EACH client you want this for, open Client Information, Client Funds tab, double click on the listed fund, and make sure that the Style on Bill is set to Detailed.

    IMHO, it should ALWAYS be Detailed for all bills and the sooner you set this as your new client default, the better off, and happier you will be.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Caren2

    I am able to print a bill with the detail but I am not able to print a bill with detail that shows total charges then below that summarizes the Beginning Balanceof the Clients funds minus current charges..then the new updated balance of the Clients Funds Account. Is this possible?

  • 0 in reply to Amber23

    Yes, setting the Client Funds style to Itemize will do this.  See previous post in this thread.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

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