Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | Address
 

Home

All Actions | People | Client Information | Address tab
All Actions | Accounts Receivable | Client Information | Address 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 Address tab consists of preliminary name and address information about the client including the following fields:

Client

Client ID

Client Name

Work Description

Inactive

Secure Client

Select Secure Users

Address

Details (Matter and Secure Only)

Name Search

Location

Date Opened

Date Closed

Matter Contact

Contact Name

Phone Number Selectors

Email Address Selector

See also:   Adding, Changing or Deleting a Client
  How to Edit a Client Address
  Types of Client Billing Addresses
  Renumbering a Client
  Printing a Client Record
  Printing a Client List Report
  Statement Templates

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