Billing on hold

SOLVED

We need a report that will show our clients that are on hold with expense to bill. Is there a report that will show that without printing every bill? We have selected "Hold bill on time".. or something.

  • 0

    From the topmost menus.  

    Reports

    Client tab

    Charges on Hold Analysis.

    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.

  • 0 in reply to Nancy Duhon
    I cant find this report! I dont know how to add it either. Help!! :/
  • 0 in reply to Marie Browning
    verified answer
    There's a report called Charges On Hold Analysis. It is usually on the client tab of reports. If not there click on the plus sign to add the report. Choose Add a specific standard report to the report list. The reports available are listed in alphabetical order.
    There is also a Clients Not Billed report, usually under the Billing tab of reports. You might find this useful as well.