Sage Timeslips Premium Ideas Portal
Be able to add interest to balances due when generating a statement for past due balances without creating a new bill for current WIP. As it stands right now, you have to generate a new bill and use a certain layout to show and include interest for clients. Being able to generate a past due statement with interest, without billing for WIP, is helpful in collecting overdue balances.
If you wanted to update the interest for a group of clients, another workaround would be to print bills for the group of clients you want to update, then set a slip date filter for a future date that you know would not include any slips (like 12/31/2027 thru 12/31/2027), and print and approve that group of clients. That bill run should only include interest charges. Now when you print statements, they will include the new interest charges.
I added this request to our backlog for future consideration.
In the meantime, here's a potential workaround for this:
Open the Client Information screen for this client. Switch to the Holds page. Set "Hold time charges" to "On next bill". Set "Hold expense charges" to "On next bill". Save the client.
Print a bill for this client and approve it. The interest will be updated for the client without affecting WIP and any new payments will be included on the bill.
Now print the statement for this client.
When you approve the bill, the Hold settings will reset for the client, so you don't have to go back to change them yourself.
I assume this process could be lengthy if you have several clients you want to update interest for, but this is the process I'd recommend for now.