Billing layout question

I am trying to figure out how I can get an invoice to look like the following example to present to a court.  I have looked through all of the layouts and can't figure out how I can get all of this information on the bill.

Here's  an example of what I'm looking for:

DATE                INITIALS                  PROFESSIONAL SERVICES               RATE        HOURS        AMOUNT

                                                            Description, etc.....

1/1/13                TL                                                                                              $100.00         .5               $50.00

1/2/13                ABC                                                                                           $200.00          1               $200.00

                                                            SUBTOTAL                                                                                         $250.00

                                                            Description, etc......

1/3/13                  XYZ                                                                                          $300.00          2                 $600.00

                                                            SUBTOTAL                                                                                           $600.00

and so on.  If anyone out there can assist me on how to get this type of layout, or at least the above information, into an invoice, that would be wonderful.

Thank you!

Traci

Parents
  • 0

    Traci,  the standard detail invoice is pretty close to that right out of the box.  You may want to go into the Sort tab when you generate your bill, and have it first sort by Timekeeper with subtotals, and then by date without totals..  That gets you thin info.  You might have to play with the form to get it to lay out the way you want, but all the data will be there.

  • 0 in reply to MarcAC

    One slight change to the suggestion above. Assuming you are using different tasks for the different description areas you can total by task. If these are not tasks then you would probably want to setup references and sort/ total by reference then date. If you only need the description as the reference we could modify the standard layout to show the reference and no individual slip descriptions.

    Explaining editing bill layouts in a forum is tricky, but it wouldn't be hard to show you how to make the changes.

    If we can help, please feel free to reach out to me, or to one of the other certified consultants that frequent this forum.

    Caren Schwartz

    203-254-7736

Reply
  • 0 in reply to MarcAC

    One slight change to the suggestion above. Assuming you are using different tasks for the different description areas you can total by task. If these are not tasks then you would probably want to setup references and sort/ total by reference then date. If you only need the description as the reference we could modify the standard layout to show the reference and no individual slip descriptions.

    Explaining editing bill layouts in a forum is tricky, but it wouldn't be hard to show you how to make the changes.

    If we can help, please feel free to reach out to me, or to one of the other certified consultants that frequent this forum.

    Caren Schwartz

    203-254-7736

Children
No Data