I received a payment on a bill that had already been created and the client is requesting a new bill. How do I create a new bill to reflect the payment and the actual new amount due?
San Jose, CA
Version 11 Time Matters/PC Law
You can just run a new bill that shows the previous balance and the payment. If you're current layout doesn't show payments, then you can choose a different layout. You might need to go to the Options tab within the Create Bill screen and change the option to include bills with no charges
The other option is to run a past due notice. This will show Billed, Paid and Balance due.
Caren Schwartz (Moderator/CIC)
& Time &
Cents Consultants, LLC
www.3545consulting.com / www.timeandcents.com
Software for Managing Time, Money
Time Matters, Billing Matters,
Billing Matters Plus, PC Law CIC