Not really, I think you should look to creating a recurring event in your calendar program instead of anything within Timeslips itself.

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.

Thank you very much. It's get a bit tough to create calendar reminders when you have 1000+ clients to bill monthly or quarterly. They really should add it to the alerts!

DeeP:

Knowing WHEN to bill your clients is more of a calendar issue.

Knowing WHICH clients to bill this cycle would be a Timeslips issue. You can use a list-type custom field to manage which accounts need a bill this cycle so that you know you are getting the right ones.

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.

As Nancy suggested, the best process is to create a custom field for billing cycle. Then have a process in place that on the x day of every month you generate bills. You pull all the monthly and whatever quarterly ones are appropriate based on date. No need to calendar 1000 + entries and very easy to do.

Thank you both. I am going to try to figure that out. I haven't used TS for awhile, so this is an adventure.