Quick Tip: Additional Bill To Address

May 2018    Tags: , , ,

When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address. This option makes it easy to send an additional statement to a third party, such as an insurance company. When adding an Additional Bill To Address, you can select who it goes to and whether they receive a mailed statement, an e-mail statement, or both.

To create an Additional Bill To Address

  1. From the File menu, point to Open and select Client.
  2. Select the desired Client ID.
  3. From the Billing Preferences tab, in the Statement Delivery Options section, click the Add button.
    1. In the Bill To Record window, enter the desired information and select the desired options.
    2. Click OK.
  4. Press Ctrl+S.

Keep in mind that only one Additional Bill To Address can be added.

Tip: If you need to send a statement to more parties and you are e-mailing statements, consider adding additional recipients to the Cc or Bcc fields.

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