Make sure that all payments have been applied against outstanding invoices.

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.

Yes, the payment has been applied against outstanding invoices. The AR report shows them at 0.00.

Does the AR report show a balance of $0 with a plus and a minus or does it show $0 across the whole line or not include the client at all. If it shows the plus and the minus then the payment has not been applied to the invoice.

I've only looked in the Accounts Receivable List tab. Which AR report might show the plus or minus. If I run the Total AR report the 'outstanding' balance does appear, but not inside the program.

Aged AR report.

Sounds like the payments have not been applied. You can go to the AR and look at the payments for the client. Look at any payment that shows an amount not yet applied. It could also be a credit.

That makes sense, but when in the AR there is no outstanding balance to apply it too. Also, I've ran the Payment Register report and the payment is differently listed on that report.

At this point you made need someone to take a look and potentially do some repair. If you have a support plan with Sage you can call support. Otherwise, any of the certified consultiants, like myself, should be able to login remotely and assist.

This is an area where more than one thing could be the causing this, and we would want to be cautious about "fixing" it so that it does not cause problems later on.  That is why Caren is suggesting that you have someone look at your specific scenario to see what the best approach would be.

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.

I'm having the same issue as described by this person but with Timeslips 2018.  I've looked at all the invoices and they appear to have payments applied to them, but I can add up 3 of them and they total the previous balance listed on my client's bill.  Really would like to clear out this old balance so they don't show up on the current quarter's bill. There is nothing to apply it against though.???