Generate bills

1. Click Bills, Generate Bills.
2. Set the filters needed to create the bills.
   • Use Client Selection to choose specific clients.
   • Use Slip Transaction Date to set a date range.
   • Use other filters to limit the data further.
3. Select the output device, then click Print. Output options include:
   • Display: prints the bill to the screen.
   • Print: sends the bill to the default printer.
   • Print: opens a list of available printers.
   • Text file: creates an editable text file.
   • RTF: creates a Rich Text Format file for word processors.
   • PDF: uses the internal PDF writer in Timeslips.

Limit data area

Use the Limit Data area to refine billing results.

• Show bills with balances but no activity, prints a balance forward bill.
• Show bills with funds activity only, prints bills with Client Funds (IOLTA, Escrow, Retainer) activity only.
• Include Clients that paid in full, prints final zero-balance bills.
• A/R transactions obey the slip date range filter, which limits transactions by slip date. Restricts the bill from showing payments, credits, etc. that aren't withing the range of the date filter.
• Include payments with unapplied amounts, applies payments automatically.
• Release slips marked hold, releases held slips for billing.

Approve bills

After printing, Timeslips shows a dialog with approval options.

• Lock Bills in the Proof stage while they’re reviewed, blocking billing changes while in the Proof stage.
• Put bills in the Revision stage so you can edit them. This allows edits in Billing Assistant while in Revision stage.
• Approve bills to send to clients, updates client balances and records.
• Approve some bills from the bill run, approves selected bills only. Paces the remaining bills in Proof stage.
• Do nothing, leaves billing unchanged and requires reprinting later.

Select the appropriate option, then click OK.

Our online training covers this topic and many others.  For additional information, visit us at www.sageu.com/timeslips.