Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | Setup

 

Home

All Actions | People | Client Information | Setup tab
All Actions | Accounts Receivable | Client Information | Setup 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
Access Profile | Tabs3 Billing tab | Client Information | Browse Fee Copensation Rules
Access Profile | Tabs3 Billing tab | Client Information | Edit Fee Compensation Rules
 

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 Setup tab contains information regarding various client settings including the default category and timekeeper information, a client's status, and receipt allocation options. The following information is included on the Setup tab:

Client

Settings

Billing Category

Billing Frequency

Report Order Timekeepers

Primary

Secondary

Originating

Status

Task Based Billing Client

Non-billable

Integrate with QuickBooks

Payment Settings

Method to Apply Payments

Receipt Allocation by Invoice

Fee Compensation Rules

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