Timeslips Billing Cycle

Training Outline



This course is ideal for the person who has had some experience with the basic features of Timeslips but has the need to know the process of billing their clients. Bills list services rendered, expenses received, charges due, and payments received. They are the result of content, format, and placement decisions made throughout Timeslips. Because a bill's look, language, and detail level are the result of many interrelated decisions, you should understand the process as well as the various tools in producing and managing your client bills:


This Training Course is designed to bring you through the process of:

Slip Entry
Slip Options:
Billing Statuses - determine if a slip or part of a slip will be included and charged on a bill.
Slip Adjustments- allows you to alter the value of the slip before it is billed by settings markups, adjustments, and unbillable time.

Billing Assistant
Use the Billing Assistant as an editable Pre-bill Worksheet. Like the worksheets accessed from the Bills menu, Billing Assistant offers an insight into each client's up-to-the-minute status and provides every detail that contributes to the calculation of the client's next bill.

Firm Assistant
The Firm Assistant allows you to view billing information for all clients in your firm, or a selected group of clients. The Firm Assistant enables you to edit the data that it displays. You can edit just about anything that will affect the invoice, including slips, flat fees, transactions, taxes, and interest.

Pre-Bill Worksheets
The Pre-bill Worksheet includes all the billing data in Timeslips that has not yet appeared on a final bill. The worksheet is usually printed prior to generating the bills. Use this worksheet to get an up-to-the-minute status on your clients.


Billing Arrangements
Flat Fees- There are times when you know exactly what you are going to bill the client for services rendered and you are not billing the slip amounts but you want to track the slip values. Flat Fees allow you to determine the amount to be billed and also track all work performed. There are reports in Timeslips to compare what was billed for the job as well as what would have been billed if you charged the client according to your slips.
Bill Adjustments-Adjustments increase or decrease client charges. They affect current billable charges only. You can apply adjustments to time charges, expenses singularly, or time and expense charges combined.

Generating Bills
Bills are the final product that you send to clients, listing work performed, expenses incurred, charges due, and payments received.

Basic Bill Design and Formatting
Designing and formatting professional style bills through Report Designer and Bill Templates.

Bill Stages
Deciding the process in which you will use when it is time to generate your bills. The bills can be put into Proof stage until you are absolutely sure that they are correct. If there is something that needs to be corrected the bill can be put into Revision Stage, from Proof Stage, to allow editing of the information. The final step, when you are satisfied with your bills is Approval.

Entering Transactions
The process of entering financial exchanges between you and your clients that affect the client's accounts receivable balance. They track client charges through invoices and responses those invoices through payments, credits, write-offs, and refunds.

Reports
Printing and reviewing post-billing reports.

Generating Statements
Statements provide your clients with a chronological list of invoices and payments.

Class Price $349.00 Manual included
View Calendar for dates www.jcscomputer.com or call toll free 866/467-7672
Click here to sign up www.jcscomputer.com

Payment Method: Class Date:__________

□ VISA □ Master Card □ American Express □ Discover □Please fax or e-mail paid invoice.

___________________________________ ______________________________ ________ / ________
Credit Card Number Company Name Credit Card Expiration
___________________________________ ______________________________ ___________________________
Cardholder Name Phone Cardholder Signature
___________________________________ _________________________ , ____ __________________
Billing Address Billing City, State Billing Zip Code

Payment is required at time services are rendered. I have read & agree to the above terms and rates. JCS is authorized to apply charges to the above credit card for support services requested. Credit card or check accepted for On-sites & classes.


Fax to 800/467-7672 (ask about our unlimited support call plan)

Save $25 on each additiona