How to Generate Bills in Sage Timeslips

By Elaine Marmel

The Generate Bills command in Sage Timeslips is available while you’re using Billing Assistant or Firm Assistant and also on the menus. If you use the command from the Billing Assistant or Firm Assistant windows, Timeslips assumes that you want to produce a bill for only one client.

If you use the Generate Bills command from the menus, Timeslips assumes that you want to produce bills for all clients in the database. In the steps that follow, the default assumption is used to generate bills for all clients.

Don’t forget to check the Billing Date in the lower-right corner of the main Timeslips window. To change the billing date, choose Bills→Revise Bill Date, and make your changes in the Bill and Aging Date dialog box that appears.

To generate bills, follow these steps:

  1. Choose Bills→Generate Bills to display the Report Entry: Generate Bills window.

    From this window, you can select bills to print based on a variety of filters, and you can sort and subtotal information on the bills. For example, you can select individual clients or select clients by using a custom field, and you can sort and subtotal information on the bill by reference. But, for this example, the default settings are used and you print all bills for all clients.

  2. In the list on the left, double-click Slip Transaction Date.

    The Filter for Slip Transaction Date dialog box appears, listing two calendars. You can use the calendar on the left to select a starting date for slips that should appear on the bill, but it is recommended that you ignore the calendar on the left.

  3. Using the calendar on the right, click the ending date for slips that should appear on the bill.

  4. Click OK to redisplay the Report Entry: Generate Bills window.

  5. In the lower-right corner, open the Print To list and select a printing option, typically a printer.

  6. Click the Print button.

    Timeslips prints the bills and displays the dialog box.

    image0.jpg

  7. Place the bills in the proof stage so that you can review them.

    For a better understanding of the various bill stages, see the “Understanding bill stages” sidebar. And see the “Options for generating bills” sidebar for details on handling the dialog box that appears, asking if you want to print labels or envelopes.

  8. Review the printed bills and divide them into two piles:

    • Ones that are accurate, which are ready to be sent to your clients

    • Ones that contain mistakes, which you need to correct (it happens; you miss things)

Put aside the pile that contains the accurate bills; later, you’ll approve these bills and send them to your client. Remember, as long as the bills remain in the proof stage, you can enter slips and transactions without affecting the bill but you can’t generate a new bill for the client.

To generate statements, you use the same steps as the preceding ones, except you choose Bills→Generate Statements in Step 1.