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Billing

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Make all new invoices available for billing, even with no time entry

I need to be able to email ALL invoices, where there may be no time entry but a payment has been applied. Further, if a client has a running balance with no time entry and no payment, I would like to be able to send out a current invoice with the ...
Laura Roberts 3 months ago in Billing 1

Add billing period as field in billing layour

Please add a billing period (i.e. August 2024 or August 1-31, 2024) as a field in the bill design.
Guest 4 months ago in Billing 0

Flat Fees / Contingency

We need to have the ability to assign a client matter as a flat fee without entering an amount. We usually don't have the total amount to enter until the end of their matter. We also need the option to bill out a flat fee plus expenses. Premium ha...
sarah charlebois 2 months ago in Billing 0

HOLD ENTIRE BILL

We need to be able to HOLD an entire client bill until we are ready to bill it out to the client. We provide services for hundreds of clients and our staff can not alwasy remember that certain time entries have to be marked on hold for certain cli...
sarah charlebois 2 months ago in Billing 0

Split Billing

We need Split Billing feature, as used in Time Slips Premium. We do a lot of mediations and GAL cases where there are two clients for the same time entry, and the fees and costs are split by a percentage. The clients are linked so when you enter t...
Laura Roberts 3 months ago in Billing 0

Sorting on the Fees list in Generate Bill

When looking at the list of slips in the Fees section of Generate Bill, there doesn't appear to be any way to sort the slips (e.g., by Timekeeper, or by Task). So, if there's a lot of slips, and the user is trying to evaluate what to bill or hold,...
Guest almost 2 years ago in Billing 0 Planned

Billing - Replacement Slips

Please add Replacement Slips as an option in Sage Timeslips Anywhere. To be honest, I probably would not have transitioned to STA had I realized this basic function was not in this program. More than half of our billing goes out using a summary sl...
Guest 11 months ago in Billing 0