Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | Billing Preferences

 

Home

All Actions | People | Client Information | Billing Preferences tab
All Actions | Accounts Receivable | Client Information | Billing Preferences 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.

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

The Billing Preferences tab includes the billing status of a client, billing notes and instructions, and statement delivery options. The following fields are included on the Billing Preferences tab:

Client

Billing Status

Release To Bill

Bill On Demand

Progress Billing

Billing Notes & Instructions

Statement Delivery Options

Bill To Name

Description

Mail

Email

Add

Edit

Use a password to protect PDF statements when emailed

 

See also:   Adding, Changing, and Deleting a Bill To Record
  Bill To Record Window
  Tabs3 Billing Statements Guide
  Tabs3 Statement Formatting Guide