Billing
Self-help articles for issues encountered when working within the Billing module of ImagineTime.
In the Billing Dashboard, before invoices are posted, preview your invoice(s). From the print preview screen select the Report tab and from the Report Ribb...
Wed, 25 Mar, 2020 at 12:32 PM
When creating the narrative for an invoice there isn't a limit on how many saved bill explanations that can be used. Press the F4 key to access multip...
Tue, 7 Apr, 2020 at 2:44 PM
Progress Bills are NOT based on time slips and are frequently used to advance-bill a client or to bill independent of time. Time slips can later be clea...
Thu, 9 Jul, 2020 at 1:36 PM
Billing Billing Dashboard More Format and Billing Options Super Bill Formats Then enter your Templates Name Then, Setup Master Super Bill Templates At...
Mon, 18 Mar, 2019 at 4:17 PM
The only way to edit/correct an invoice after it has been posted is to delete the invoice and re-do it. If you cleared time with your invoice when the invo...
Tue, 2 Apr, 2019 at 2:35 PM
If a payment is applied to an invoice then the payment must be unposted first before invoice can be deleted. Go to Edit / View Transactions Select Clie...
Mon, 18 Mar, 2019 at 4:18 PM
The most common reason an invoice doesn't show a previous balance is because the Previous Balance Box is not checked on the billing dashboard. If ...
Thu, 21 Mar, 2019 at 3:45 PM
The date on an invoice is determined by the date entered in the Bill Posting/Print & Write-Off Date field when entering the Billing Dashboard. Before...
Thu, 9 Jul, 2020 at 1:48 PM
There are four ways to access the Edit/View Transactions Screen: Collections Tab, Edit/View Transactions Billing Tab, Edit/View Transactions Bil...
Thu, 9 Jul, 2020 at 1:49 PM
Causes: 1. If the posting date of the invoice is before the date that a timeslip was created then the value of that time will show in the "Difference&...
Wed, 27 Mar, 2019 at 4:04 PM