Tabs3 Billing Location

 

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Client Information
 

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File | Data Entry | Client | A/R & Fund Balances

 

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All Actions | People | Client Information | A/R & Fund Balances tab
All Actions | Accounts Receivable | Client Information | A/R & Fund Balances tab
  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

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

The A/R (Accounts Receivable) & Fund Balances tab consists of: accounts receivable information, last statement information, last payment information, and client funds information. The following fields are included on the A/R & Fund Balances tab:

Client

Amount Due (Fees, Expenses, Advances & Finance Charge)

Sales Tax Due (Fees, Expenses & Advances)

Balance Due

Progress Billed

Progress Billed Tax

Last Statement Date

Unapplied Payments

Last Payment Date

Last Payment Amount

Last Statement #
R/A Timekeeper

Client Funds

The Additional A/R button can be used to calculate and display detail past due information, activity since last statement and retainer information.

The Trust Account Balances button can be used to display current balance information of all trust accounts. This button will be dimmed unless integration with TAS is turned on in Customization.

Note: Once a client has been added and a client ledger record has been created (either by adding an accounts receivable balance or by updating a statement), the information on this tab becomes "Read Only" and cannot be edited.

GLS Integration Note: If a Fund Balance greater than zero is specified for a new client, and Tabs3 is configured to integrate client funds transactions with GLS, a message will be displayed. A deposit of the Fund Balance will be entered in client funds, but no GLS journal entries will be created. Manual journal entries may be necessary.

See also:   All About Accounts Receivable
  Entering A/R Info for Clients with Past Due Balances
  Client Funds Overview