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Lauren_SW

Missing Bills in TimeSlips

Posted By

Is it common to have missing bills in TimeSlips?

I have noticed the last few months more and more bills are disappearing from TimeSlips. Here are the steps I use to create a bill for a client.

I create a pre-bill which is saved as a PDF, then I create a bill, which is sent to the client. After the bill has been printed I usually scan the printed bill to the clients folder, but if I forget to scan the bill I printed I will go to the bills section and reprint the bill, which is where I also verify if the bill has been posted to the clients account. Nine times out of ten the bill is there. The one time I noticed the bill missing, it was an error on my part which I was able to fix easily.

Where I have been noticing the missing bills is when I go to post a payment to the clients account. It will show all past payments made but the unpaid bill will not show.

What am I doing wrong?

  • 0

    No, it is not common AT ALL for that to happen.

    Are you approving the bills?

    The ability to reprint a bill image is NOT the same thing as creating an invoice transaction.

    Sounds like you may have both, no image and no A/R Invoice transaction.

    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 20 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    I only reprint the bills if I don't scan the printed & approved bill.

    I do approve the bills, once I am given the "OK".

  • 0

    Have you tried printing to the printer first, Then from reprint bills save the file to a PDF?

  • 0 in reply to Keith S

    If I am printing a group of bills at one time I usually print them and put them into proof stage before printing the final copy and approve the bill.

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