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How to Approve Bills in Sage Timeslips

Approving bills in Sage Timeslips could be considered the most important part of the billing process because Timeslips marks all the information on the bills so that it won’t appear on future bills — most clients react badly to being billed twice for the same work — and updates the client’s outstanding balance.

If you intend to mail bills to clients and you didn’t previously print envelopes or mailing labels, print them now, before approving bills, using either the Mailing Labels or the Envelopes reports on the Client tab of the Report List window. These reports include a filter you can use to select clients with bills currently in the proof stage.

To approve the bills before you send them, follow these steps:

  1. Choose Bills→Approve or Clear Bills.

    The Bill Stages window appears.

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  2. Right-click any client in the list, and click All from the shortcut menu that appears.

    Timeslips selects all the client bills listed on the Proof tab of the Bill Stages window.

  3. Click the Approve button.

    Timeslips displays a confirming message, asking if you want to approve bills for the selected clients.

  4. Click Yes.

    Timeslips approves the bills for the selected clients and removes all entries that appeared on the Proof tab of the Bill Stages window. Timeslips also creates an invoice transaction that represents the bill; you can see the transaction in the Accounts Receivable Transaction List window.

  5. Click the Done button.

After you approve bills, you might want to print some reports, such as the Aged A/R Balances report. And if you use Timeslips with an accounting package, you might want to print the G/L Transfer Register report and update your accounting package.

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