| Terminology Tab | 
|
|
|
|
|
|
 How to Access
|
||||||||||||||||||||||||
Click on the desired tab when 
appears for information about that tab.
| Options | Terminology | Headings | Cover Stmt | Months | Pre-Bills |
The Terminology tab in Statement Customization allows you to define the language and terminology desired to produce customized billing statements. More than 70 text headings and messages can appear on a standard billing statement. Each of the terms defined on the Terminology tab corresponds to a heading, subtotal or message.
The top of the Terminology tab includes the line number that is being edited and a text box to edit the terminology. Text can be formatted to include bold, italic, and underline attributes. These formatting attributes can be cleared by selecting the Clear Attributes option from the shortcut menu. Additionally, text macros can be used in the text box. Various text macro options can be accessed via the shortcut menu. The case of the selected text can be reversed by selecting the Reverse Case option from the shortcut menu.
The middle area of the Terminology tab shows each of the terms that can be changed. Scroll bars are included on the right side of the window to scroll through the items. To select an item to edit, click the item or highlight the item and press the F2 key. Then, edit the text shown in the text box at the top of the tab. You can change the wording of any item, but the usage will remain the same.
The bottom area of the Terminology tab explains where each item is used on the billing statement and includes the default text for the item.
| Line 1 | Account No: |
| Line 2 | Attn: |
| Line 3 | Interim Statement |
| Line 4 | Previous Balance Before Adjustments |
| Line 5 | Previous Balance |
| Line 6 | Hours |
| Line 7 | Rate |
| Line 8 | n/c |
| Line 9 | Fees |
| Line 10 | Courtesy Discount |
| Line 11 | Net Fees after Courtesy Discount |
| Line 12 | For Current Services Rendered |
| Line 13 | Sales Tax on Services |
| Line 14 | Sales Tax on Expenses |
| Line 15 | Sales Tax on Advances |
| Line 16 | Recapitulation |
| Line 17 | Timekeeper |
| Line 18 | Title |
| Line 19 | Hours |
| Line 20 | Rate |
| Line 21 | Total |
| Line 22 | Total Credits for Fees |
| Line 23 | Total Non-billable Hours |
| Line 24 | Adjustment for Prior Billings |
| Line 25 | Expenses |
| Line 26 | Total Expenses |
| Line 27 | Advances |
| Line 28 | Total Advances |
| Line 29 | Thru |
| Line 30 | Total Credits for Expenses |
| Line 31 | Total Credits for Advances |
| Line 32 | Payments |
| Line 33 | Total Payments |
| Line 34 | Finance Charge |
| Line 35 | Amount Finance Charge was calculated from |
| Line 36 | Balance Due |
| Line 37 | Credit Balance |
| Line 38 | Total Balance Due |
| Line 39 | Total Credit Balance |
| Line 40 | (Continued) |
| Line 41 | Page: |
| Line 42 | Your account is 30 days past due. |
| Line 43 | Your account is 60 days past due. |
| Line 44 | Your account is 90 days past due. |
| Line 45 | Your account is 120 days past due. |
| Line 46 | Your account is 180 days past due. |
| Line 47 | Past Due Amounts |
| Line 48 | Billing History |
| Line 49 | Fees |
| Line 50 | Hours |
| Line 51 | Expenses |
| Line 52 | Advances |
| Line 53 | Payments |
| Line 54 | Finance Charge |
| Line 55 | Write Off |
| Line 56 | Duplicate |
| Line 57 | Total Current Work |
| Line 58 | Statement No: |
| Line 59 | Client Funds |
| Line 60 | Client Funds Balance |
| Line 61 | *Beginning Client Funds Balance |
| Line 62 | Ending Client Funds Balance |
| Line 63 | Please Remit to Replenish Client Funds Balance |
| Line 64 | Please Remit Retainer Balance Due |
| Line 65 | Please Remit |
| Line 66 | Note: Copy of Email only statement. |
| Line 67 | You are responsible for \P of Fees |
| Line 68 | You are responsible for \P of Expenses |
| Line 69 | You are responsible for \P of Advances |
| Line 70 | You are entitled to \P of Fee Credits |
| Line 71 | You are entitled to \P of Expense Credits |
| Line 72 | You are entitled to \P of Advance Credits |
| Line 73 | Your portion of the Total Current Work |
| Line 74 | Split Billing Summary |
| Line 75 | Total |
| Line 76 | Task Code Summary |
| Line 77 | Amount |
| Line 78 | A payment of $\A will be automatically charged to \M on \D. |
) are registered trademarks of Software Technology, LLC.