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Q&A: Tabs3 Billing


Billing Q&A: Using Statement Comments

February 2023    Tags: ,
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Can I add explanatory notes to my fees that will be shown on draft statements but not final statements?   Read More...


We are starting to use the Email Statements feature but want to protect our client's sensitive information. Is there a way to add more security to the statements that are sent?   Read More...


Billing Q&A: Courtesy Discount

December 2022    Tags:
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Is there an easy way to provide a discount to a client without directly adjusting my fees or entering a credit?   Read More...


Billing Q&A: Top Client Report

November 2022    Tags: , ,
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I'd like to see a list of the top 20 clients for hours worked in 2022. Is there a report for that?   Read More...


We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client?   Read More...


Is there a way to force the descriptions for all transactions on our statements to display in uppercase text?   Read More...


We have two Statement Designer layouts that we want to combine into one layout. One is a header we used on Page 1, and one is a footer we used on Page 2. Is there a way to merge layouts?   Read More...


Is there a way to see a list of matters with Task Based Billing enabled?   Read More...


We need to find a specific statement, but the only reference we received is a statement number. How can we search by statement number?   Read More...


Billing Q&A: Bill On Demand

May 2022    Tags: , ,
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One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared?   Read More...