Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...


Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
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While reviewing my draft statements, I noticed that some of the fees are listed in an order that doesn’t make sense. For example, a fee for document creation is listed after a fee for revising the document, so it looks like I reviewed the document before creating it. Is there a way to change that order or do I have to delete one transaction and enter it again so that it appears in the right order?   Read More...


Do you want to take your statements to the next level? Statements are at the heart of Tabs3 Billing, so you want to get the most out of this feature. We make it easy by providing a one-stop article with everything you need.   Read More...


When I run my monthly statements, I rely on the Statement Run Totals page to give me certain figures on the bills I’d just run. However, last month this page was accidentally excluded. Is there any way to get that information now?   Read More...


How do I bill a client a flat amount for the work I perform?   Read More...


I want to include internal notes about our collection attempts on one of our client’s draft bills. Where is the best place to enter this information so that it can be included on draft statements, but will not be included on final statements?   Read More...


We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped?   Read More...


We have a client who tends to only pay a portion of each statement. I know a previous balance is included on their monthly bill, but is there any other way to remind them that they owe us money?   Read More...


Did you know that there are several ways of filtering your reports and statements so that you only see the data you want to see?   Read More...


We need a list of which statement templates are assigned to each client so that we can confirm they are set to the right layout. Is there a report that will provide this information?   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...


Did you know that the DropBox in Tabs3 and PracticeMaster software serves as a temporary holding area for reports and statements that are output as PDF files via the DropBox print option?   Read More...


You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one?   Read More...


After discussing the progress of a matter with the client, the partners have agreed to provide a $500 fee discount to the next statement. We want this reduction to be its own line on the statement so that it stands out to the client when they receive it. How can I accomplish this?   Read More...


Billing Q&A: Date Codes

April 2018    Tags: , ,
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We want to add a message to the bottom of all statements explaining that payments are due within 30 days of the statement date. How can this be accomplished without having to change the date in the message each time we run statements?   Read More...


There are several ways you might handle billing for a contingency case, but in the end you still need to adjust the amount owed based on the outcome. So what options does Tabs3 provide?   Read More...


Do you need a report that shows one or more clients’ billing histories, as well as a way to track the client’s balances due? Look no further than the Client Ledger Report!   Read More...


There are several ways to customize the heading for your statements.  The Statement Setup window (File | Print Setup | Statement Setup) helps determine which method is used to print the statement heading.   Read More...