If you accept credit cards, do you have a credit card form on the statements you send to your clients? Many clients prefer to pay by credit card, and if there isn’t an easy way to do so, you may not be getting paid as quickly as you could be. Read More...
You run an Accounts Receivable Report only to see clients or figures you weren’t expecting. Other reports, such as a Client Ledger Report, may show a client owes you a different amount or nothing at all, but Accounts Receivable tells a different story. Why is this, and how can you fix the issue? Read More...
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? Read More...
Did you know that you can purchase a Tabs3 Connect subscription even if your firm doesn’t use both Tabs3 Billing Platinum and PracticeMaster Platinum? Read More...
Each month I need to run multiple reports and upload them to a website. Is there any way I can reduce the number of keystrokes required to do this? Read More...
You may be using the default statements that came with the software, but did you know that there are many ways to customize statements? Read More...
If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients. Read More...
