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lahansen

Absolute Flat Fee

Posted By

Good morning - I use the absolute flat fee under billing arrangements for all of our billing.  There are times when a description is not necessary.  Since doing an upgrade last fall I am having issues with not being able to delete a prior description.   The description may disappear while I am in the client but when I go to print the invoice the prior billing description shows up (despite saving before closing).  I go back into the client and delete again only to have it show up again when printing.  The only work-around I can come up with is to put a period (.) in the description....which, in turn, shows up on the invoice.  Is there any other way to work around this issue?  Thank you.

Parents
  • 0

    There are many places that text could be coming from including bill messages.  Are you using any of them by any chance?  

  • 0 in reply to AllenH

    I think what you are referring to is the bill message under layouts that show up at the bottom of the invoice.  These are pre-set in our system and only show up if I check the box.  The description under the arrangements shows up at the top of the invoice such as:  compilation of financial statements for the month of......   etc.   Typically the description can vary from client to client or may not be necessary at all.  For example, if it is a re-bill showing a payment made on the account and they have a balance still owing (and no new time to bill).   It is at times such as this that I want to delete the previous description under the arrangements but the system won't let me.   Thank you.

  • 0 in reply to lahansen

    Unless the text you refer to is in the "in reference to " field, I have no other suggestions except to engage with a consultant who supports this forum to get another pair of eyes on your situation.  Hope this helps.

  • 0 in reply to AllenH

    Sorry for the delay in responding.  The area I am referring to is when you open a client, then

    -Arrangements

    -Fees: charges for time

    -Choose Absolute Flat Fee

    -Edit (where you enter a flat fee of the bill)

    -Bill Arrangement Message for the Bill.  

    No matter how many times I delete the Bill Arrangement Message that was entered for a previous bill cycle and click on save, the message re-appears when I do a print preview until I enter just a period (.) as the description.   Now the period shows up on the invoice but at least it is not real obvious.  However, I don't feel I should need to do this and it wasn't an issue until I updated to the most recent version available last fall.

    Thank you.

Reply
  • 0 in reply to AllenH

    Sorry for the delay in responding.  The area I am referring to is when you open a client, then

    -Arrangements

    -Fees: charges for time

    -Choose Absolute Flat Fee

    -Edit (where you enter a flat fee of the bill)

    -Bill Arrangement Message for the Bill.  

    No matter how many times I delete the Bill Arrangement Message that was entered for a previous bill cycle and click on save, the message re-appears when I do a print preview until I enter just a period (.) as the description.   Now the period shows up on the invoice but at least it is not real obvious.  However, I don't feel I should need to do this and it wasn't an issue until I updated to the most recent version available last fall.

    Thank you.

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