| Statement Information | 
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 How to Access
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The Statement Information window consists of two main areas: a Statement Summary and a Statement Preview.
| Statement Summary | At the top of the window, the Statement Summary section displays information about the client, matter, and statement shown. The following information is included: | |
| Client Name Client ID | Work Description |
Displays the Client Name, Client ID, and Work Description of the client for the current statement. If the Client Name is blank, the Contact ID for the client contact will be shown instead. | |
| Statement Date Statement # |
Displays the Statement Date and Statement Number for the current statement. | |
| Billed Due |
Displays the total amount Billed on the current statement and how much is Due (unpaid). | |
| Statement Preview |
A preview of the selected statement is shown, allowing easy access to the detail of what was sent to the client. Note: The statement preview shown is generated using the Reprint Single Updated Statement utility with the Preview option; however, no settings are displayed. Progress Fee Note: When reprinting a statement that included progress fees that have since been included on a reconciliation statement, the Due amount will show as zero but the statement preview may still show an amount due. This is normal and will continue until the reconciliation statement is paid. Technical Note: A common misconception is that the Statement Information window retrieves a stored copy of the statement that is identical to the original statement; this is not true. It is important to note that the Reprint Updated Statement process actually regenerates the statement using the current settings. Also, depending on changes made to the client's data, it is entirely possible that the reprinted statement may not exactly match the original statement. Most of these changes are format related, but in some cases, amounts may be affected (e.g., due to write offs, payment adjustments, backdated trust transactions, etc.). |
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The Statement Information window also includes a Take Action pane on the right side of the window.
If the user accessing the Statement Information is assigned Tabs3 Timekeepers, only statements for clients where the Primary Timekeeper is an assigned timekeeper will be available.
| See also: | Tabs3 Billing Matter Manager |
| Notes About Reprinting Updated Statements | |
| Preview window | |
| Statement Manager | |
| Reprint Statement | |
| Undo Statement | |
| Add Payment | |
| Make Payment from Trust | |
| Write Off |
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