The Take Action pane of the Statement Information window allows you to quickly perform common actions for the currently selected statement.

Matter Manager Click Matter Manager to open the Tabs3 Billing Matter Manager for the current client.
Reprint Statement

Click Reprint Statement to reprint the selected statement using the Reprint Single Updated Statement program and the Print dialog box is shown; however, no settings are displayed.

Note: Attempting to reprint a statement created by entering a balance in Client Information when first adding a client will display a message that the statement cannot be reprinted. Because of the changes made to the Update Statements program, this message is also displayed if attempting to reprint a statement updated prior to Tabs3 Version 9.
Send Email Click Send Email to open a new message window in the default email client with the statement attached.
Undo Statement

Click Undo Statement to undo the current statement using the Undo Single Updated Statement program; however, no settings are displayed. The Statement Information window will then close and a message will be displayed indicating the statement was successfully unupdated.

Note: Statements must be undone in the reverse order they were updated. For example, let's say a client has three updated statements numbered 1, 2, and 3 and you want to undo statement number 2. Before you can undo statement number 2, you must first undo statement number 3.
Add Payment Click Add Payment to start a new record in the Payment Entry program. The Client ID and Statement # will be specified based on the current statement.
Add Client Funds Entry Click Add Client Funds Entry to start a new record in the Client Funds Entry program. The Client ID will be specified based on the current statement and the Type will be set to Payment to Firm.
Make Payment from Trust

Click Make Payment from Trust to start a new record for the current matter in the Trust Transaction Entry program in TAS, allowing you to add a new check, credit card, or EFT transaction.

Note: If the client for the selected statement does not have a Trust Account, clicking this option will display a message that no trust accounts are defined. If TAS is not installed, this option will not be shown.
Write Off

Click Write Off to open the Write Off Client program with the Client ID and Write Off Date specified. The Statement to Write Off will be set to Specific and the statement number will be selected.

Note: Attempting to write off a statement with a zero balance will display a message that the statement does not have a balance due to write off.