We rarely deal with retainers, so this is a new problem for me. I will say that non-retainer invoicing and syncing with QBO has been working nicely for us once we got it set up.

One thing I have noticed is that if I create a billing item for "retainer" and there are no other billing items, the invoice simply will not create a balance due and will not sync to QBO. I'm curious if anyone has a work around. My plan is to manually create a retainer invoice in QBO so I can collect the retainer. Then I will manually create a retainer entry in AppColl. I don't know what manual process is going to be needed once I actually invoice but I'll figure it out when we do that.

What might be helpful is just to hear how other people have done this. Not asking for the platform to be changed, but just to hear from other end users that successfully handle retainers and also use AppColl for billing.

@AnnM8256 Glad we could help.

@gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
George

Thank you for pointing this out George. We will get this taken care of and let you know when done.

@AngieL8074 The first time any invoice is created for a new client, the format will be used the next time the same client is selected. So this acts as a template.

This continues for adding additional clients.

We hope this helps.

Hi there. Thank you for the suggestion. We will certainly look into this.

Yes we do support LEDES files in xml format

You have the ability to add custom UTBMS codes to a billing item. Currently, there is not a way to save them for re-use. They would have to be manually added for each billing item.

https://support.appcoll.com/billing/generate-ledes-files-1998b-and-20?from_search=86965916

AppColl automatically generates both LEDES 1998B and 2.0 invoices every time an invoice is saved. Please note: LEDES invoices require a Tax ID number (which can be added to your law firm contact record) and an explicit Start Date in the invoice. In other words, the Start Date field in the invoice cannot be blank.