Feature Requests

Submit your suggestions and upvote existing ideas.

  • All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
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Clarifying trust balance on invoices

I would like to see more clarity with trust balance on invoices.  Clients have told me they don't understand what they are seeing.  I think a label of "Amount Remaining in Trust" would really make a difference.

  • Guest
  • Sep 19 2019
  • Shipped
Feature Request
How often would you use this request?

on every invoice every month

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  • Admin
    Shoaib Mehmood commented
    September 21, 2020 06:49

    Flexible Billing Template now has the option to specify a custom label for the Trust Balance field

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  • Mary Rehm commented
    June 25, 2020 18:20

    With this change, I would ask that Trust balance be surfaced without having to pull a "balance due" by matter. This has also caused considerable confusion for our clients.

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  • Admin
    Shoaib Mehmood commented
    November 05, 2019 13:32

    Planned to release in Mid of November

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