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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
1/1/13 TL $100.00 .5 $50.00
1/2/13 ABC $200.00 1 $200.00
1/3/13 XYZ $300.00 2 $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.
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.
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.
Just trying to make sure I understand the question correctly....
Are you saying that you are having trouble getting the bill to show a subtotal for each Timekeeper? In which case Marc's advice should work.
You could also use a Timekeeper Summary on the bill to get you this information.
Or do you need help with the whole thing in terms of getting the details to print?
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The descriptions above need to be listed differently other than is what in each slip. Normally when I do billing, I use replacement slips to detail everything and enable them for printing on the bill, so that the individual slips don't show.
Can I do this with this type of bill? Put a general description above the date/initials/rate/hours section and then subtotal? Then follow with another description and under that list the date/initials, etc.?
Hmm, I suppose it depends on how you are summarizing on the Summary Slip.
You may be working harder than is necessary, but still hard to tell with the few details here.
How much "general description" do you need per subtotal? If it isn't too much, then the References might work for you.
Hope this helps.
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I wish there was a way to upload an example to the forum, but... I'll try to clarify what I am talking about.
Here's an example of what I'm trying to create:
Receive TX Tax Clearance Letter.
Tax services related to the preparation, etc. etc. etc.
Tax services related to the preparation of etc. etc. etc.
7/9/13 LAM $125.00 .2
7/10/13 LAM $125.00 1
LG $110.00 .3
7/11/13 TL $80.00 .3
MAJ $250.00 .1
Now, the part that starts with "Receive TX Tax..... " is what I would normally use the replacement slips feature for. What I'm trying to create is a layout that will let me write in the replacement slips and then detail all the workers/timekeepers that worked on that particular slip, add their hours/time spent and then subtotal that section.
Then the next section would have a new description (or replacement slip), and then detail below, with a subtotal.
And so on, and so on, until we get to the last one. Then I would like to take all the subtotals, add any costs (for delivery, etc) and list a final total.
Does this make any better sense? Or is it clear as mud again?
Also... what are the "References" you mentioned in your last reply? I don't know where they're located within Timeslips so I'm not sure if they would work for me or not.
References are setup on the client level, they are a way of breaking the data down. You can get a detailed description in the help file. If the reference description could be the description shown then you might be able to do this. Depends on how long the text is. I don't think replacement slips will work.
It looks as if I am just going to have to convert my invoices into a RTF document so that I can add descriptions the way the boss wants them. The text descriptions are long in some cases so I think editing in Word will be the easiest (and fastest) way to do this.
I do have another question in relation to this, though... Can you export Billing Details into an Excel spreadsheet?
Or, is there a way to capture only that information in a report - and if so, which report?
Thanks for all the suggestions!
You can create a slip detail report and choose slips based on billed on invoice date or billed on invoice number. That can be sent to excel. Depending on what information you want you might need to create a custom report.
I would recommend you try to get the bill as close to what you need as possible and then send so that you can do things like search and replace.
So I can't do a slip detail report until after I've billed? I need to get a detail prior to billing so that we know what to put on the invoice.
You can do the report before you have billed. Choose one or more clients and filter for billed = No. That will give you all slips not yet billed.
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