Making a payment acknowledgment?

Posted By firmoffer over 9 years ago

Is there a function within Timeslips that will let me create an acknowledgment of a received payment that I can send to a client? The only way I can figure out is printing out an A/R Transaction Listing for the client and time the payment came in, but others at the office insist they used to know a way to have Timeslips make something more formal.

I'm using Timeslips 2008 but maybe other editions do the same or similar thing to accomplish this.

0 Caren2 over 9 years ago

In Timeslips v2008 could create a customized bill layout that shows what you want. You would need to assign the layout to the client.

With Timeslips v2015 this is a built in option.
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0 Nancy Duhon over 9 years ago

Just print a bill and filter out all unbilled slips. You should be left with only three items: Previous Balance, Payment - Thank You and New Balance -0-.

You could approve that off and mail it to the client if you liked.

Hope this helps.

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Nancy Duhon, Esq.

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