Did you know that you can apply payments to multiple matters for the same client? Payments can be allocated by statement date, proportionally, or manually. Read More...
We will start assessing clients a finance charge on unpaid work at the end of the year. How can we configure this? Read More...
We have a client we need to bill a fixed fee amount every month, but we still need to keep track of our hours and productivity. Does Tabs3 Billing have a solution for this? Read More...
We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter? Read More...
We have added a Client Portal to Tabs3 Billing Version 2023 that allows you to invite clients and contacts you select to access an online client portal! Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
