Billing for an unpaid balance
TimeCache lets you create new invoices that are based on unpaid balances of saved invoices. You can bill for only the unpaid balance, or include new unbilled entries for the same client.

To create such an invoice, open the Invoice panel and select an invoice in the invoice list that has an outstanding balance. Choose the menu command Invoice>Balance Forward, or choose Balance Forward from the popup menu that appears when you click the Widget button. The Invoice Setup dialog appears with the client and projects/matters from the original invoice selected. This allows you to include new entries for these projects in the “balance-forward” invoice. You can click on the What to include tab to enter dates and select additional projects for this client as well.

Invoice setup dialog
The "How to show it" tab showing controls specific to balance-forward invoices.
 
NOTE: The Invoice Setup dialog does not allow you to proceed without selecting at least one project. If you do not want new entries included in the “balance-forward” invoice, set the dates or other criteria to eliminate new entries.

When you create a “balance-forward” invoice, TimeCache opens the Invoice Setup dialog to the How to show it tab.

The Previous balance field is a non-editable field that shows the amount carried over from the originating invoice. There are two optional notes you can add, to appear in the Notes column of the entries that display the balance forward and interest amounts. If you have entered notes for a previous balance-forward invoice, TimeCache pre-fills the notes with those previous entries, and highlights them in bold red type to draw your attention to the fact that they have not been edited for this invoice. You can edit them, or add a new note, by clicking the Note button below the Previous balance and Interest labels.

The Interest field is filled with the amount (if any) that TimeCache calculates based on your settings in TimeCache Preferences. You can change this amount.

NOTE: The Previous balance and Interest fields and buttons appear only when you create a balance-forward invoice.

Creating the invoice
After you click OK in the Invoice Setup dialog, TimeCache creates a new “balance-forward” invoice. If there are new entries included in this invoice, they appear first. Then the previous balance appears on its own line. If there is an interest amount, it appears just below the previous balance on its own line.

If you save this “balance-forward” invoice, TimeCache zeroes out the balance on the originating invoice.