Click on the desired tab when appears for information about that tab.

Client Setup Rates Billing Statements Custom Fields

The Statements tab of the Change Client Options utility is used to specify which options you want to change for the selected clients. The Statements tab includes options found on the Statement Options tab of the Client Information window.

Options found on the Statements tab of Change Client Options include:

Statement Format

Draft Template

Final Template

Combine Files

Trust Information

Cover Statement

Statement Notes

Beginning Statement Notes

Ending Statement Notes

Change Notes to blank after statement updated

Beginning

Ending

 

When each tab in the Change Client Options utility is first accessed, all options appear dimmed. The Select button at the bottom of the tab must be used in order to specify which option(s) you want changed. This button will display the Select Options to Change dialog box.

After selecting which options you want changed, the options will be available to change.

Caution: All selected options will be changed when OK is clicked. Make sure you select only the billing options you want changed.

See also: Notes about the Change Client Options Utility