• Statements by email

    I'm using Timeslips Premium, build 29.0.0.42. I prepare a statement, finalize it, then email it to client. If there is no activity during the month and I want to send him a statement the next month, will I be able to? I tried a few months ago on the previous…
  • HTML Button in Bill Layout

    Is there a way to insert a HTML button in a bill layout. I'm trying to insert a Payment button, but it just converts to a link. Same thing happens when I try to insert it into the email that is generated by Timeslips to deliver the electronic bill.…
  • Inserting data tokens into email templates

    FormerMember
    FormerMember
    I want clients to see this in the email they receive when sent an invoice: Past Due Balance: Total Balance Due: (which includes past due and New charges) Client Funds Balance: (retainer) I am accomplishing this by inserting data tokens into…
  • Send out bills via email and paper

    We want to send out bills via email and paper this month. Just to cover the transition to email billing. ebilling is all set up and ready to go, Some clients that opted out of receiving their bills via email. I'm guessing when we send out bills…
  • Outlook Options

    We are wanting to stream line our process. We want to create task assignments that are entered into outlook. When those are marked complete, we want them to be sent to timeslips to be entered as a slip. In outlook, I have a timeslips option, but I have…
  • Email Bills

    We would like to be able to email bills straight from Timeslips. Is there any document I can have with how to set all of this up?
  • RE: emailing invoices

    It sounds like this is what you need to check (from the help file): " Printing and approving bills When you print bills, the Send bills via email report option (located in the Report Options dialog box) determines if Timeslips will prompt you to send…