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crrlaw

How to Show Cumulative Totals on Current Invoice

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I am using Timeslips 2017.

I have a client that wants every current invoice to include the cumulative total for services and expenses (totaled separately) since we began billing for the matter.   Is there a way to show this on my invoice?  Would that cumulative total include the amount of the current invoice?

Currently, I am finalizing the invoice and then running under Reports, Client, the "Aged Invoice Listing" report which includes all amounts billed (including the current invoice which I have finalized) and which breaks down fees and costs to date in the matter.

I would like my invoice to go automatically by email when it's finalized, but I can't do this if I'm running an additional report to send along with the invoice.

  • 0
    Yes you can add the fields in a custom section or in the header if I recall. I have done this with some clients.
  • 0
    As Caren mentioned, those fields can be added to your bill layout in a Customizable Section. Been there, done that. (Which is good news!)

    But it would be something that I would charge for as a consultant, including remoting into your database to set it up with you. So, you will likely need to decide how much being able to do that would be worth to you, then contacting a consultant re: pricing.
  • 0
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    Hi. Try using this text in a footer and see if it works:
    NOTE: From inception to date: accrued legal fees: $[Actual Fees - ITD + New]; accrued costs: $[Actual Costs - ITD + New].

    It work in the 2009 version of Timeslips. :-)

  • 0 in reply to Laurie Lynne
    I don't do much editing of the bill layouts, but I did add a footer with the above language, as you suggested. I don't see where I can find a field to insert that would automatically calculate and put in the numbers (I did see a Field group which listed "New Charges Fees" and 'New Charges Costs," and I could insert that field into the text of the footer, but I did not see any field showing fees/costs to date which would be for the totals of previously finalized bills to add to the new charges which ). Although I could manually edit this footer every month myself when I'm billing this one client - is that what you meant?
  • 0 in reply to crrlaw
    There is a way to pull the calculated fields, you don't need to key. You can church help for adding fields to bill or work with a consultant
  • 0 in reply to Nancy Duhon
    It took me about two hours playing around to get everything set up but I found directions from you online at the knowledgebase for Timeslips 2009 regarding how to add a customizable section. I did this and then figured out how to move the section to the end of my bill and after killing several trees trying to get my text headings lined up with the fields (and when you're in the design section and going back and forth making changes and then viewing - why isn't what prints out the same as what you view on screen? I'm always moving things up, down or left and right and they look perfect on the screen but don't print out the same) everything worked out perfectly! Thanks for such great advice!
  • 0 in reply to Laurie Lynne
    This didn't work for me in a footer because I couldn't access the fields I needed to have the totals automatically inserted. I did find other directions online (for Timeslips 2009, which worked for 2017 too) for doing exactly what I wanted. I added a customizable section 1, and when in that section I did have access to the proper fields and could then drag them next to my text so that every bill will now include fees, costs, and total to date, which includes all previous amounts billed and the current bill too. I do appreciate your reply and will keep it in mind if I have text I need to add in a footer.
  • 0 in reply to crrlaw
    Might not be available in footer so customizable section is best bet. Can also depend on version
  • 0 in reply to crrlaw

    Hi, crrlaw. I'm kind of confused about what you're saying here and in your earlier comment. Maybe it's because I wasn't quite as clear as I should have been.

    The text I showed earlier
         NOTE: From inception to date: accrued legal fees: $[Actual Fees - ITD + New]; accrued costs: $[Actual Costs - ITD + New].
    is _exactly_ the text I have in the footer of a bunch of my bills. To be exact, what I mean by "footer" in TS2009: Client Information --> Layout tab --> Message 1 --> Custom (or named message) --> Edit --> Paste formula in box.

    This causes, each month, for my bill to that client to show something like this:

         NOTE: From inception to date: accrued legal fees: $5,678.90; accrued costs: $123.44.

    The numbers are automatically calculated by Timeslips using the (horrible) formula, and so are automatically printed each month on the client's bill. (I got the formula a long time ago, probably from Nancy or Caren.)

    A quick search in the (not very helpful) help, finds "Actual Fees" on the page titled "Bill Database Fields: Client group," along with a whole bunch more of them. You may want to also search in the help for "formula." I don't have any idea how much 2017 is different from 2009, but this is what I'm using in the old, old 2009 version of Timeslips.

    I hope this helps!

  • 0 in reply to Laurie Lynne
    Well, that sure would have been easier than what I did (that took forever because whenever I'm making changes to a layout, what I see on the screen never is the same as when it's printed - I'm always going back and forth, bringing a line up a little, adding a space . . . ). I took footer literally - as in the footer section of the layout. When I copied your formula to the client under "message 1" it plugged in exactly the right numbers! Now I'll have to decide which method I want to use. Thanks again for your comments - it did look like a formula to me, but I've never used formulas in Timeslips before. It did exactly what you said it would do, I just put it in the wrong place originally. Thanks again!

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