Hi @JenH1000204 

If all of the work done is currently on an invoice, then since the invoice already exists you can’t generate a new one, but if you just want to send the invoice to your client again then in Smokeball web, if you view the Invoice you wish to send, you can click on the Email button and resend the invoice and invoice email.

Is this what you had in mind?

cheers

Sam

Makes sense - but what if I want to generate a new invoice with interest?

Would this not be an “invoice statement”? I don’t think we have ever applied interest although our contracts allow for it. It would be nice to know how applying interest works. 

You would have to enable interest for the matter. It has an option to apply interest going forward or applying to old invoices.  I would then make a new time entry such as “review billing” making that no charge and then you can make a current invoice showing the interest.

@Paula Dawson - thanks for the tip. I checked and an invoice statement will show accrued interest (once enabled for the matter) without generating an additional invoice. Either method could work depending on your situation.

This is a big issue for us and I’ve had to develop a “workaround” to fool the app into generating an invoice that shows no current activity, but the previous balance. Verycumbersome, but it works:

• On the last day of the month being billed, create a fixed, non-billable time entry and enter a “-” (dash) in the subject field.
• Create an invoice for the month with this being the only entry.
• Edit the invoice options to deselect timekeeper, amounts, etc.etc. so that only “previous balances” is checked.
• Preview/Save/finalize the draft. The invoice will simple show the date next to a blank line with new billing being zero, the previous balance and then total due on that matter. 

Reason/siltation we have to do this? Our clients have multiple matters and we send them bills with cover letters showing the entire balance due for all matters. If we didn’t do this, the supporting invoices wouldn’t add up to the total due on the account.

Here’s an example of the issue:  Let’s say in January a client has billable activity for 3 matters and receives 3 invoices with a cover memo showing total due.  In February, they had activity on only 2 matters and haven’t yet paid for the 3 January invoices.  When we generate February bills, invoices would normally be generated for only the 2 matters which would show previous balances plus new billings. But, the sum of those two amounts would be understated because it wouldn’t include the previous balance on matter 3.  Net, the need to generate an invoice that shows no new billings, but the previous balance for matter 3. 

But, even then, this requires another step because the cover memo that SB produces totals up ONLY the new billings. So, we have to manually create our own cover memo showing total previous balances, total new billings and grand total due.  Very cumbersome, time consuming and prone to error. I really hope SB fixes the whole cover memo process ASAP.