Sage Timeslips Training Class Billing Cycle

Arlington Heights, Chicago Illinois

Sage Timeslips Training class – focusing on the Billing Cycle – Would you like to customize your Sage Timeslips terminology, bill formats and learn how to use the advanced powerful features found in Timeslips Software? 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 faster and 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 – Tracking Time & Expenses

• Using Slip Options
• Billing Statuses
• Slip Adjustments
• TS Timer
• Time Sheet Slip Entry

Billing Arrangements

• Flat Fees – minimum, maximum and absolute fee
• Contingency
• Job
• WIP
• Bill Adjustments
• Progress and Interim Billing

 Client Funds

•  Track Retainer Fees
• Manage Trust funds
• Track Escrow Accounts

 Preparing for Billing

•  Using the Pre-bill Worksheet.
• Using Filters and Sorts
• Report Options
• Report Wizard and Customizing a Report

Making Corrections in Billing

•  Using the Billing Assistant
•  Edit Slips, Delete Slips and Create New Slips
•  Using The Payments and Other A/R Tab
•  Balances Tab
•  Funds Tab
•  Using Firm Assistant

 Basic Bill Design and Formatting

• Choosing a Pre-Design Layout
• Select Bill Detail
• Design View to Customize the Bill Layout
• Layout Menu for Global Options
• Phrase Tab to Modify Phrasing
• Font Styles

 Generating Bills

• Selecting Clients
• Printing Bills
• Emailing Bills
• Bill Stages

 Entering Transactions

•  Payments
•  Credits
•  Write Off
•  Refund
•  Reverse Payment

 Reports

•  Aged A/R Balances Report
•  Gerating Statements

Give us a call at 800-475-1047 to discuss how we can help you. Payment in full is required at registration for any Sage Software Training Courses. Do not make travel arrangements until you have received registration confirmation.  Accounting Business Solutions by JCS is not responsible for travel arrangements/accommodations.

Product knowledge is not required. Basic Bookkeeping skills are reviewed in the class. Each class has a maximum of 6 students. CPE accredited classes taught by a Master Certified Trainer. Certification of Completion provided after course fulfillment. Course cancellation must be received in writing no later than 5 days prior to the course date. Refunds are subject to a $50 administrative fee. The class may be rescheduled with no administrative fee.

Training on Sage 50 and Sage 100 Support

Sage Timeslips Consultant providing – Sage Timeslips training, Sage timeslips Class, Sage timeslips training class, Timeslips training, Timeslips class, Timeslips training class, Timeslips consultant, Sage timeslips support, Timeslips support