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Tag: Tabs3 Billing


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...


Spotlight: Reorder Fees

February 2019    Tags: , , ,
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Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.   Read More...


Did you know that you can set a timekeeper’s rate to change as of a specific date? This means that the software will automatically apply the correct rate based on the fee’s date, allowing you to continue entering time like normal.   Read More...


I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once?   Read More...


I want to start assessing a Finance Charge on a client. How do I set this up?   Read More...


Billing Q&A: Progress Billing

February 2019    Tags: , ,
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I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this?   Read More...


We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?   Read More...


When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October?   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...


What if you had a place in Tabs3 and PracticeMaster that allowed you to add icons for your choice of features in the software, and to also have the option of putting them into groups? In Version 19, you can!   Read More...


Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.   Read More...


Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?   Read More...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


I want to make a year-end backup of my data. I found the backup within the software, but I’m uncertain as to what exactly is being backed up and where. Is this backup sufficient for my needs?   Read More...


2018 has flown by, and 2019 is right around the corner. Now is the time to review year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...