Want a quick and easy way to review your clients’ statements, and take action if necessary? Statement Manager is here!
The new Statement Manager allows you to see a list of statements to determine what has been billed and paid. This makes it easy to quickly locate statements that have been final billed and updated. You can work with statements here using the actions in the Quick Clicks pane, or drill down to the Statement Information window for additional information. A Search box is available to quickly locate information anywhere in the list, such as finding a specific statement number when you receive a check.
Users familiar with PracticeMaster may recognize the functionality of the Quick Clicks pane in the Statement Manager; however, this feature is new to Tabs3 Billing. Using the Quick Clicks, you can:
Click here to view the “Using the Statement Manager” training video.
Download the latest version of the software to get all of the great new features!