Timeslips® Software Billing Cycle Training Class
Would you like to customize Timeslips terminology and your bill formats to your firms needs? This course is ideal for the person who has had some experience with the basic features of Timeslips but wants to know how to make the billing process easier. Bills can be highly customized to 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
      • Slip Adjustments
  • Billing Assistant
    • Use the Billing Assistant to stay organized and as an editable Pre-bill Worksheet.
  • Firm Assistant
    • The Firm Assistant allows you to view billing in-formation for all clients in your firm, or a selected group of clients.
  • Pre-Bill Worksheets
    • The Pre-bill Worksheet includes all the billing data in Timeslips that has not yet appeared on bills
  • Billing Arrangements
    • Flat Fees – minimum, maximum and absolute fee
    • Contingency
    • Job
    • WIP
    • Bill Adjustments
  • Generating Bills
    • Reprint Bills
  • Basic Bill Design and Formatting
  • Bill Stages
  • Entering Transactions
  • Reports
  • Generating Statements
  • Included:
    • Manual
    • Lunch
  • Cost: $399
    • One Day Session
    • 9am - 4pm
  • Small Hands-on classes
Ways to Sign Up:
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