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Kellie

Timeslips 2016 version billing and adding discounts

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I recently started working at a small law firm that uses the 2016 version of Sage Timeslips. The person I replaced was not here when I started, so I was left to figure out how Timeslips works on my own. My question is regarding billing. Once the billing worksheets have been reviewed, I need to make some edits. For example, I need to apply discounts against what was produced in the billing worksheet. However, it seems that unless I approve the bill that needs the discount, the software does not have anything to apply the discount to. I'm sure there is a simple answer, but I've tried it a hundred different ways with no success. Can anyone tell me what I am doing wrong? Is it possible to add a discount before an invoice is generated?  Thank you!

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    SUGGESTED

    Hi  , and Welcome to the Community Hub. 

    Nothing like being thrown into an existing database/program with no prior experience, and being ask to just pick up where someone left off. So sorry to hear you are in that position. But let me see if I can help.

     If you want to show the discount on the outgoing bill, then I would use an Adjust Total Charges Fee Arrangement and adjust the bill down, by either a percentage or dollar amount. You can choose what language you want to appear along with it. I usually say "Courtesy Discount." Thing is, you might need to also tweak the bill layout just a bit to show that Discount/Adjustment on the bill they way you want. I think Timeslips does not show the original value and adjustment by default.

    See example below where I am adjusting the bill down by $30. (Click on the image to enlarge if it is too small to see.)

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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  • 0
    SUGGESTED

    Hi  , and Welcome to the Community Hub. 

    Nothing like being thrown into an existing database/program with no prior experience, and being ask to just pick up where someone left off. So sorry to hear you are in that position. But let me see if I can help.

     If you want to show the discount on the outgoing bill, then I would use an Adjust Total Charges Fee Arrangement and adjust the bill down, by either a percentage or dollar amount. You can choose what language you want to appear along with it. I usually say "Courtesy Discount." Thing is, you might need to also tweak the bill layout just a bit to show that Discount/Adjustment on the bill they way you want. I think Timeslips does not show the original value and adjustment by default.

    See example below where I am adjusting the bill down by $30. (Click on the image to enlarge if it is too small to see.)

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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