Invoices

[jdessaules]

I'm having a difficult time figuring out how to make the prior balance carry forward into the new invoice.  For example, the invoice in the last bill run was $4,118.14.  That invoice was not paid.  I am running new invoice now and it only shows the balance for the current period and the balance does not include the prior balance.

[Perry]

Invoices only contain items and balances for themselves now. If you'd like to generate a statement showing all funds owed, you can now do so in the Billing Center. The first panel, Clients, will show you all clients and the total amount that they owe. Clicking the Generate Statements button will generate a statement for all selected clients that can be mailed or emailed to the client. This statement will list all invoices with any balances, with a total at the bottom. In addition, if you have any clients set up to require a minimum balance in their trust or escrow funds, the replenishment amount needed (if any) will be shown on these statements as well.

I am also planning on adding a checkbox in the single invoice generation window the Include Past Balances in the invoice. This feature should be added soon.

[jdessaules]

That feature would help a lot.

Was also wondering if there was a way to fix the print lay-out so when it prints out over more than 1 page, the boxes are closed at the bottom of the pdf.  In other words, making it look a little crisper and neater.

[Perry]

TimeNet Law 2.2.2 is out and has the new checkbox to include Previous Balances when generating an invoice.

As for closing the bottom on multi-page reports, this becomes tricky because as a single HTML page, there is now way to discern when a "page" ends or not on the printer.

The only way to get around this would be to save each "page" as a separate file, and then you'd have to open each one and print it individually. This could get very cumbersome. I'll do some more research though and look into this problem.

[jdessaules]

I also noticed that all of my invoices have strange amounts for the number of hours attached to them.  I bill in tenths.  Each of the entries show time in the tenths.  But, the total at the bottom is in hundredths and doesn't add up (e.g., 10.98 hrs).  It is on most of the invoices.  I can email an example if you're interested.

[Perry]

Yes, please email me an example of this problem.

[jdessaules]

Sent to the Sales email address.

[jdessaules]

I also noticed that when entering payments on inactive clients, it defaults to the 1st active client's payment page.  Also, the Aged Accounts Receivable report seems to add the past due balance into the balance, so if I was owed $21,450.58 last month and run a new bill this month, the $21,450.58 is added twice.

[jdessaules]

One other observation:  Payments made to prior invoices in 2.2.2 do not appear to show up anywhere on the new bills even when "Payment History" is checked.

[Perry]

Are they listed in the Payment Center?

[jdessaules]

When I pulll up the invoice to which they were applied, yes.

[Perry]

Hmm okay I will look into this.

[jdessaules]

Just downloaded 2.2.3.  I'm noticing some strange issues with balances forward & when you re-issue them.  I'll go ahead and email you some examples.

[Perry]

Got your email. I'll be in touch.

[jdessaules]

Any progress?

[Perry]

Working on a fix for this today. Will get it fixed ASAP.