Billing Q&A: Using Statement Comments

February 2023    Tags: Statements, Tabs3 Billing

Can I add explanatory notes to my fees that will be shown on draft statements but not final statements?

Statement comments allow you to include additional information on transaction descriptions that will be shown on draft statements or reports, but not final statements. This makes it easy to provide information to the person reviewing pre-bills without making it visible to the client.

To enter a statement comment

1. In the Description field of a fee, cost, payment, or client funds transaction, place your cursor where you want the statement comment to appear.
2. Right-click in the Description field and select Statement Comment or press Ctrl+H to enable Statement Comment mode.
3. Type your statement comment.
4. Right-click in the Description field and select Statement Comment or press Ctrl+H again to disable Statement Comment mode.

Statement comments are identified in the entry window with red text, are shown on reports and draft statements with a strikethrough line, and are excluded from final statements.