Tabs3 Billing Location

 

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Edit Statement Templates
 

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Statements | Statement Setup | Statement Templates | General tab
 

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Access Rights

 

Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Edit Statement Templates
 

Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Browse Statement Templates
 

Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Rename Statement Templates
 

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.

General Fee Format Cost/Payment Format Layouts

The General tab includes several options for the statement template including the statement type, billing history, past due messages, statement notes and whether statement comments print on draft statements. You can also specify whether the statement template will be used as the default for new clients.

Template ID

Description

Statement Type

Statement Format

Invoice Format

Billing History

Past Due Message

Statement Notes

Beginning Note
Ending Note

Include Statement Notes for each File on Combined Statements

Include Statement Notes on a Cover Statement

Print Statement Comments on Draft Statements

Allow Page Break in Transaction Descriptions

Display all Transaction Descriptions in Uppercase

Use as Draft Statement Default for New Clients

Use as Final Statement Default for New Clients

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