Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | Billing Options

 

Home

All Actions | People | Client Information | Billing Options tab
All Actions | Accounts Receivable | Client Information | Billing Options 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 Billing Options tab consists of settings used when billing a client including threshold billing, courtesy discount, sales tax and finance charge information. The following fields are included on the Billing Options tab:

Client

Threshold Billing Items

Courtesy Discount

Discount Type

Percent/Amount

Change Discount Type to None after statement updated

Sales Tax

Fee

Exp

Adv

Finance Charge

Assess Finance Charge

Rate

Days (0-999)

Apply Payments to Finance Charge