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Bill created, payment received... How to a create a new bill to reflect the payment?

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Paul Ferreris Posted: Wed, Jan 25 2012 12:57 PM

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?

 

Thank you,

 

Paul

Paul Ferreris

WealthPlan

San Jose, CA

Version 11 Time Matters/PC Law

Windows 7

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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)

35-45 Consulting

& Time & Cents Consultants, LLC

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www.3545consulting.com / www.timeandcents.com

203-254-7736

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Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

 

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