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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.

  • 0 in reply to lahansen

    Please open Timeslips, then go to Help, About Timeslips from the topmost menus and tell us both the Version and Build that you are using.

    Hope this helps.  

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    So sorry for the delay.  My email was having issues and I did know I had a response from the forum.  Anyways....

    the Version:  2015

    the Build:  23.0.2.187

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