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Tag: E-Mail Statements


Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.   Read More...


Did you know that you can customize the email templates used to email statements from Tabs3? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.   Read More...


I was asked by a client that has multiple matters to provide a single e-mail that includes all matters and include a combined cover statement. Can I configure the software to do all of this?   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


I need to prevent my billing staff from making edits to our e-mail templates. Is there a way to accomplish this?   Read More...


We have started using the E-mail Statements feature in Tabs3. I was out of the office last week, and someone sent the statements out in my absence. Is there a way I can get a list of all of the e-mail statements that were sent through Tabs3?   Read More...


A client has asked that we provide some additional documents to them as part of their monthly e-mail statement.  Is there a way to attach these documents to the same e-mail statement, or do they have to be sent separately?   Read More...


I want to use the E-mail Statements feature, but I need my statements to be secure. Is there any way to add security settings to statements that are e-mailed?   Read More...


We use the E-mail Statements program to send statements. Unfortunately, we just found out that there was an issue with our E-mail server and the last batch of statements didn’t actually get sent out. However, the e-mails no longer show up in the E-mail Statements window either. How can I resend this batch of e-mail statements?   Read More...


Attaching statements to e-mails one by one is time consuming. Save time by using the Tabs3 E-mail Statements program to send PDF statements without leaving the software!   Read More...