I am currently using TM/BM 6 and have noticed, looking back at my invoice list, that there are quite a few skipped / missing invoice numbers. I am assuming this is from "create invoices" that were not posted or that were deleted / voided.
I would like to fill in some of those missing invoice numbers and would like to know how I can manually put in invoice numbers for my next billing cycle. to make up for "lost" invoice numbers.
Thanks in advance.
I think you are correct, the misssing numbers are deleted invoices.
At the program level setup go to the billing tab and under invoices you'll find the setting for "allow invoice numbers to be manually numbered".
Hope this helps.
David Michael, Michael Matters, IncLexis Nexis Practice Management CICTime Matters 5.0, 6.0, 7.0 Billing Matters 6.0 & 7.0Billing Matters Plus 7.0Wilmington, North Carolina910-612-6774
David Michael, Michael Matters, Inc
Time & Billing Matters • PC Law •
Toll Free 877.880.2440
-mind over matters-
In addition to David Michael's instructions to check the General Set Up for Billing/Invoices to allow manual invoice entry, you must also set the invoice number at the Case/Matter level using the Billing Preferences.
Before creating an invoice for a case/matter, open the Case/Matter, select Edit/Billing Preferences (or highlight the record and press CtrlB), select the Accounts Receivable tab. On the bottom of that screen, change the button to "Use the following invoice number" and manually type in the invoice number. Run the invoice and post.
You need to remind yourself to go back through this process and uncheck this option otherwise every invoice you create for this case/matter will have the same invoice number.