Tabs3 Billing Location

 

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Client Information
 

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File | Open | Client | Statement Options

 

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All Actions | Home | Client Information | Statement Options tab
All Actions | Accounts Receivable | Client Information | Statement Options tab
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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 Statement Options tab consists of various statement options such as statement templates, cover statement format, trust integration format, statement notes information, etc. The Statement Options tab includes the following information:

Client

Draft Template

Final Template

Combine Matters

Trust Information

Cover Statement

Main Cover Client

Beginning & Ending Statement Notes

Change Notes to blank after statement updated

The defaults for the Cover Statement, Trust Information, and Combine Matters options are defined on the Client Defaults tab in Customization. The default Draft Template and Final Template for new clients are defined in the Statement Templates program. However, when adding a subsequent matter for a client that already exists, the defaults will be the same as the highest numbered active matter for that client (provided you are using a Numeric or Mixed Key Type). For example, if clients 221.01 and 221.02 exist, when you add 221.03, the default options will be the same as client 221.02.

See also:   All About Statement Notes
  Tabs3 Billing Statements Guide
  Tabs3 Statement Formatting Guide