FormerMember

Emailing Invoices

SOLVED
Posted By FormerMember

I have a client still using version 2008.  Up until this month we've been able to email invoices after approving the bills.  This month we don't get the screen to email the invoices.  Not only that, but I can find the approved invoices under transactions, so if a payment comes in I can post it, but if you want to print another copy of the bill, it doesn't exist.  Any suggestions.

  • 0

    Is it possible, that they printed the invoices to PDF only, and not  to printer?  With those older versions of Timeslips, you had to print to paper and approve to get the other features to kick in.   If that is what happened, it is not suprising they could not email it or have it available for reprint.

  • 0 in reply to MarcAC
    verified answer

    Several different things could be coming into play here, as well as what Mr. Cantor indicated in his prior reply.

    Please note that Timeslips 2008 is very old, and no longer supported by Timeslips but only by our Certified Consultants network of which Marc and other frequent contributors to this forum are.  The information given in this message is generic and applicable to all versions of Timeslips.

    Timeslips maintains a field to limit the number of bill images available per client.  The default is 13 per client.  In other words, and assuming one bill a month is generated for the client, you would have 1 year and one month (i.e., 13 months) of bill images to refer back to.  A backup from a date/time after the bill you are trying to reprint may well contain the bill image you need.  Restoring that backup into a new location would be one solution.

    The area to look for the limit is in Setup, General, Bills (in 2008 it is Setup, General, Other) and alter the number of images to keep.

    As far as new invoices not prompting to email them; there are two options that must be set on each client, and an option on the Generate Bills report as well.  Each client must have an email address assigned to them, and the option to 'Send bills via email' set on the Arrangement 2 tab. (In Timeslips 2015, the 'Send bills via email' option is on the Invoices tab of the Client Info screen).  In Generate Bills, Options the send bills via email option must also be checked.