Yep, you just need to tell Timeslips what their minimum Funds balance needs to be in their Client Information, Funds area.  You can set a replenishment trigger amount and a replenish to amount.  In your case it sounds like it is $2,500 for both numbers.  

Timeslips will do the calculation and add the replenish line for you on the bill.

Hope this helps.  

If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

Nancy Duhon, Esq.

Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

Duhon Technology Solutions, LLC

a member of Certified Resources Network, LLC

[email protected]

404-325-9779

Providing personalized local and remote online support for Timeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

Yep, you just need to tell Timeslips what their minimum Funds balance needs to be in their Client Information, Funds area.  You can set a replenishment trigger amount and a replenish to amount.  In your case it sounds like it is $2,500 for both numbers.  

Timeslips will do the calculation and add the replenish line for you on the bill.

Hope this helps.  

If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

Nancy Duhon, Esq.

Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

Duhon Technology Solutions, LLC

a member of Certified Resources Network, LLC

[email protected]

404-325-9779

Providing personalized local and remote online support for Timeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

Hi. We are using Sage Timeslips 2014. I have a similar question...I wanted to know how I can put an Aged Balance Table for clients who need to replenish their retainer and have not done so. A very simple example would be that the set amount to replenish to is $2500 - the client is billed $1,500 on July and has not replenished to $2500 by September's billing period which would make the replenishment of $1500 late by 60 days...How do I show this on a table like the Aged Balance Table which shows up when an A/R has not been paid?

You can't. While the retainer replenishment is requested, it is not considered part of Accounts Receivable and will therefore not show on the Aged Balances.

Thank you, Caren. Is there a way though to just let the client know that the replenishment has been due 30, 60 or 120 days? We want the similar table of Aged Balances. I have been just manually adding the table. Is there a "command" or a faster, more efficient way to add that to the bill?

No there is not.
You could setup custom messages and assign to the clients as needed. But can't do it automatically