Amy: You are not quite following what Caren was suggesting. I'll try to expand on what she is suggesting. IF you bill a client quarterly, then that means you bill them every three months. That means that there are only three possible "cycles" that that particular client can be on. Caren gave them to you as: 1) January, April, July, October 2) February, May, August, November 3) March, June, September, December That means that a client received in January will be billed on cycle #1 in April, July, October and the following January, etc. Note that the custom field setting is not a particular month, but one of the three cycles (or the regular Monthly and On Demand options). So back to your hypothetical. In January, you receive the new client and set their custom field as Cycle 1. In April, you will select to bill all Cycle 1 clients as well as the Monthly clients. In May, you will select Cycle 2 and Monthly. In June, Cycle 3 and Monthly. In July, you will start over with your Cycle 1 and Monthly grouping and bill this client for their second quarter, etc. In this way the Cycle 1 clients get included in the billing cycle every three months, and you do not have to change the custom field once you assign them to a cycle. Hope this helps. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney Duhon Technology Solutions, LLC a member of Certified Resources Network, LLC duhon@duhon.biz 404-325-9779 Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.
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