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jlong

Bill Summary for Multiple Projects

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Working in TS 2014 and I want to prepare a bill summary for client who has multiple projects.  We do not use master client with sub-projects underneath.  We just open new client for each project.  The billing summary basically needs to list the total amounts due on each project from invoicing for a specific period (August 2014-January 2015) plus a grand total due.  Any help appreciated.

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  • 0

    Sounds like an Invoice Listing report would get you what you want.  Just list each invoice, but sort and subtotal by Client.

    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.

Reply
  • 0

    Sounds like an Invoice Listing report would get you what you want.  Just list each invoice, but sort and subtotal by Client.

    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.

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