KB Corner: Using and Customizing Sample Email Templates

May 2021    Tags: Email Statements, Resources, Tabs3 Billing

Did you know that you can customize the email templates used to email statements from Tabs3 Billing? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.

Knowledge Base Article R11782, “Using and Customizing Sample Email Templates,” includes the contents of the email templates provided with Tabs3 Billing Sample Data, explains how you can make minor modifications so that they can be used to email your firm’s client billing statements, and provides troubleshooting information.

If you’re not already familiar with the Email Statements feature, take a look at KB Article R11338, “Emailing Tabs3 Statements.” Email Statements also allows you to include a link for your clients to pay online. See KB Article R11767,”Using the Tabs3 Payment Link,” for more information.

Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.