Sage Timeslips

I've been struggling with this problem for a while and I can't figure it out. It seems as though the first billing statement for every client does not deduct the fees and expenses from their retainer, but lists the bill amount as a "Balance Due" until…

I want clients to see this in the email they receive when sent an invoice: Past Due Balance: Total Balance Due: (which includes past due and New charges) Client Funds Balance: (retainer) I am accomplishing this by inserting data tokens into…

A client wants statements that do not show AR transactions, only the balance forward. I am at a loss as to how to do that. Any help would be appreciated. Thanks!

I wrote off a client's charge back in March. It showed the write off and remained the correct new balance through May. Now in June, the amount of the write off is showing again as a previous balance! Any ideas when has happened? This has happened one…

Good Morning! I have been with my company for 2 months and I'm just now starting to manipulate TS info. There was a custom built report in our database and when I go in to edit the report - no information comes up on the Design tab to show me how it was…

This is my setup under Arrangement 2: 12%, Compound, Charge interest at 30 days, Grace period 0, last bill date March 7. Problem: Clients are being charged interest even though they paid the balance in full on March 22. I checked around to see why and…

I entered a payment two cycles ago and it was applied, and the invoice was approved. That invoice and the one following both accounted for the payment in the balance, but the current bill I am running is not accounting for that payment. When I look at…

Hi, I have Sage Timeslips 2013. I am running bills for this month, and a client's balance does not reflect a payment that was made and applied to a bill, two cycles ago. That bill was approved, and the payment shows with the yellow envelope in A/R…