Tabs3 Billing Location

 

Quick Launch

Client Information
 

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File | Data Entry | Client | Split Billing

 

Home

All Actions | People | Client Information | Split Billing tab
All Actions | Accounts Receivable | Client Information | Split Billing 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 Split Billing tab is used when you want to bill multiple parties a percentage of the fees and costs for the specified client. The Split Billing option allows you to maintain separate accounts receivable and productivity figures for each split matter.

Any split matters that have been set up for the specified client will be displayed in the Split Billing Information section along with their split billing percentages.

Client ID

Split Billing Information

Add

Edit

Delete

Split Fee Options

Split Cost Options

Note: The Client ID field represents the main client for the split billing record (i.e., the client whose transactions are being split). The Client IDs displayed in the Split Billing Information section refer to the split matters.

Note: There is no limit to the number of matters that can be included in the split.

 

See also: Split Billing Overview
  Split Billing Examples
  Notes Regarding Split Billing
  Adding, Changing, or Deleting a Split Matter
  Perform Split Billing
  Split Billing Report
   Knowledge Base Article R11616 - Tabs3 Split Billing FAQ & Troubleshooting