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Jean Claude

TS 2005 MASTER CLIENT : MULTIPLE INVOICE NUMBERS, NO BALANCE BETWEEN RETAINER AND FEES.

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Hello,

As i got a good answer last time, i have a new question.

When i print the master client invoice, including the projects, the invoice shows  for each project a new invoice number, although i would prefer just one invoice number for the master client's invoice.

The invoice does not balance the paiement received and the projects fees. I received one retainer and wrote it on the master client. The invoice just shows the paiement received on the 17.12.2014, lists the projects and for each project,  the fees owed. The there is no balance.

Thank you in advance for your help.

Best regards.

  • 0
    verified answer

    Jean Claude:

    Welcome to the forum.  Your question is a bit broad for this venue, but I'll try to provide some insight for you.

    When you use the Master Client/Client.Project arrangements in Timeslips you will ALWAYS get a separate invoice for each project.  That is how it works.  Each project will have its own Invoices, A/R Balances and Trust accounts.  

    While it is possible to run a consolidated bill to include all the projects and get a grand total, they are still separate billing entities in the program.

    IF what you really want is ONE super big bill/Invoice with all of the various projects grouped and subtotaled on it, with ONE A/R and ONE Trust account, then you do not want to use the Master Client/Client.Project arrangements.  What you want instead is ONE Client that you use to create the slips, but MULTIPLE References.  You can then subtotal by Reference on the one long bill to group the slips accordingly.

    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 21 years. Available for private consultations, including older/unsupported versions.

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