Spotlight: Statement Templates

August 2017    Tags: Statements, Tabs3 Billing

Did you know that you can customize your Statement Templates to define how fees, costs, and payments are displayed on your statement and to determine whether billing history, transaction recaps, and more are included? Statement Templates can be saved and assigned to clients or created at the time a statement is generated. There is no limit to the number of Statement Templates you can create and save so you can maintain Statement Templates for every client need.

Defining Statement Templates

Statement Templates can be defined via Statements | Statement Setup | Statement Templates.

• The General tab is used to specify invoice or statement formatting, billing history options, past due messages, and statement notes.
• The Fee Format tab is used to determine whether fees print and, if so, whether timekeeper initials, dates, hours, hourly rates, and amounts are included. Subtotaling of fees is defined here. An optional fee recap by timekeeper, timekeeper level, or rate can also be set up. The recap can include hours, timekeeper levels, rates, and a total amount.
• The Cost/Payment Format tab is used to specify whether expenses and advances print and, if so, the format used on the statement. You can also indicate whether payments will be shown in detail, be subtotaled by date, or show totals only.
• The Layouts tab is optional and is used to designate which custom Page Layouts created in Statement Designer will be used when statements are printed for clients that are assigned to this template.

Assigning Statement Templates

Statement Templates can be assigned to clients individually, multiple clients at one time, or at the time a statement is generated as a one-off.

• Statement Templates can be individually assigned to clients in the Client file (File | Open | Client) by selecting the desired Draft Template and Final Template on the Statement Options tab.
• Statement Templates can be assigned to multiple clients at once by using the Change Client Options utility (Maintenance | Client Related | Change Client Options) by selecting a range of Client IDs, and then selecting the desired Draft Template and Final Template on the Statements tab.
• Statement Template settings can be applied at the time a statement is generated (Statements | Generate Statements) by clicking the Statement Template button on the Options tab, selecting the desired settings, and then clicking OK.

For more information on Statement Templates, see the Statement Formatting Guide or refer to the Help files for Tabs3 Billing.