Accounting FAQ
Here are some commonly asked questions about accounting in TMS.
How do I print an invoice that just shows the current balance but not who paid?
At this time we don't have the ability to print contracts with payments removed. If you click the 3 dots to the right of the case profile picture, and select print detailed statement, you could just edit it to remove the payment section.
What if I don't want a case to export to QuickBooks?
Go to the case financials tab in a case. On the selections tab, press export details and then check the "Do Not Export" box.
Is there a way to print a batch of unpaid statements?
Go to reports tab in TMS and use the Batch Print SOAs with Balance report.