The Invoice Format prevents the Previous Balance line, payments, finance charge, and credits from being included on a billing statement. The Statement Type option on the General tab of the Statement Templates program determines whether the Invoice Format or the Statement Format will be used. If desired, you can configure Tabs3 to allow credits and finance charges to print on Invoice Format statements on the Options tab in Statement Customization.

Note: If Tabs3 is not configured to allow credits and finance charges to print on Invoice Format statements and the statement includes a negative fee, cost, or advance that is marked as taxable, the transactions on the statement will not equal the Total Current Work. This is because the total is reduced by the amount of the negative sales tax.