Emailing Bills

SOLVED

When emailing my invoices, those invoices without any time entries but with running account balances and/or payments ARE NOT available to email.  Why is that?  I need to email those invoices as well.

And, please bring back Split Billing as used in Sage TimeSlips Premium - the Master Client feature is not conducive to our needs.

Thank you.

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  • 0

    Hello LRoberts,

    Yes, any bill with no "new activity" in the guise of charges is not available as either a reprint bill or consequently able to be emailed.  This ties to the fact that bills without new invoice numbers belong to those criteria.  Alternative methods would be to wait until the client does have new work to bill them, or to save the bill to PDF and email manually.

    Split Billing is on the backlog for a future update, and you can participate in influencing that schedule that by using the feedback system.  You can find that in the action menu, selecting Online Community > Product Suggestions

    Thanks for the feedback!

  • 0 in reply to RogerS

    This is not really correct, as the invoices which have activity as far as payments DO have new invoice numbers.  Therefore, the invoice should be available to email to the client.  Instead, I have to manually scan the invoice and then email it to them myself.  What a waste of time.  This really should be corrected.

    I can understand if there is NO time entry and NO payment activity as I can always resend the last invoice, but that is not the case.

    Thank you.

  • +1 in reply to LRoberts
    verified answer

    Yes, you correctly point out that if your system is set to apply an invoice number to 'All Bills' or 'Bills with any activity' they will receive an invoice number.  A typical implementation would likely want 'Bills with new charges' to avoid confusion.

    That said the remainder of my initial statement remains true.  Please submit your product suggestions if you have not already done so and let the development team know about your request.

    Thanks

    Roger Sligar
    Principal Technical Support Engineer, North America Services
    Sage Timeslips Product Specialist

Reply
  • +1 in reply to LRoberts
    verified answer

    Yes, you correctly point out that if your system is set to apply an invoice number to 'All Bills' or 'Bills with any activity' they will receive an invoice number.  A typical implementation would likely want 'Bills with new charges' to avoid confusion.

    That said the remainder of my initial statement remains true.  Please submit your product suggestions if you have not already done so and let the development team know about your request.

    Thanks

    Roger Sligar
    Principal Technical Support Engineer, North America Services
    Sage Timeslips Product Specialist

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