Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client
 

Home

All Actions | People | Data Entry | Client Information
All Actions | Accounts Receivable | Client Information
  Keystroke

Ctrl+ Shift+ C

Access Rights

 

Access Profile | Tabs3 Billing tab | Client Information | Browse Client
Access Profile | Tabs3 Billing tab | Client Information | Add Client
Access Profile | Tabs3 Billing tab | Client Information | Change Client
Access Profile | Tabs3 Billing tab | Client Information | Delete Client
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Client Information window consists of various tabs. This window can be accessed from the Clients list.

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

Billing Preferences Statement Options Split Billing Budget LawPay Client Portal Autopay Settings
Address Setup Rates A/R & Fund Balances Client Notes Custom Fields Billing Options

When a client is saved, the Client ID is saved to the user's STI.INI file and will be used as the default client the next time a file is used.

Caution: A client's Receipt Allocation by Invoice check box on the Setup tab cannot be edited unless the client has no balance due in fees, expenses or advances and the client has no write offs, applied payments or credits. Therefore, it is important to verify that this check box is defined the way you want it before entering clients and accounts receivable balances. A firm-wide default for new clients can be defined on the Client Defaults tab of Tabs3 Customization.

See also:   Adding, Changing or Deleting a Client
  Types of Client Billing Addresses
  Renumbering a Client
  Printing a Client Record
  Printing a Client List Report
  Statement Templates
   
  This feature is available on your phone or tablet using Tabs3 Connect!

Note: The "Client" terminology used in "Clients" can be changed in Customization. This terminology is used on all menus, windows and reports. However, the label "Client" is used in all documentation.