Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
Displaying an “Open Invoice” Report in TurboLaw Time and Billing
In today’s article, we’re going to show how to display an “Open Invoice” report in TurboLaw Time and Billing.
In TurboLaw Time and Billing, “Invoices” are called simply “Bills,” and bills can be either Open (Unpaid) or Closed (Paid). Here’s how to bring up a list of Open (Unpaid) Bills, or what other programs might call “Open Invoices.”
[note class=”info”]Note: you can click any of the images in this article to enlarge the picture.[/note]
Step 1: Switch to the Bills view by clicking Bills from the left-hand navigation bar.
Step 2: Using the options at the bottom of the left-hand navigation bar, choose to see Unpaid Bills. You can choose to group the bills in any way you want – for simplicity in this example we choose No Grouping to produce just a simple list of bills.
The list you see will be all of your open (unpaid) bills – that is to say, all of your “open invoices.” You can print this list by clicking the File menu and choosing Print.
That’s it! That’s how you bring up what other billing programs would call an “Open Invoices” report in TurboLaw Time and Billing.
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!