Spotlight: Reprint Updated Statements

January 2017    Tags: , ,

Did you know that you can reprint client statements whenever needed? It’s easy to reprint statements when you’re required to provide them by the client or the court. You can reprint a single statement for a single client as well as multiple statements at one time. When printing multiple statements, you can print a range of clients, statement dates, and more.

To reprint a single updated statement

  1. From the Statements menu, point to Reprint Updated Statement and select Reprint Single Updated Statement.
  2. Enter the desired Client ID.
  3. Select the Statement Number to reprint. Information for the statement will be displayed.
  4. Click OK.

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To reprint multiple updated statements

  1. From the Statements menu, point to Reprint Updated Statement and select Reprint Multiple Updated Statements.
  2. Select the desired Statement Criteria (e.g., Statement Date, Client ID, etc.).
  3. Select the desired Reprint Options.
  4. Click OK.

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Reprinting statements from Tabs3 Billing can save time spent looking through saved paper copies of statements to find what you need.

Tip: Alternatively, you can run a Transaction File List (Reports | Transactions | Transaction File List) to show all transactions or a range of transactions for a client. Because the report uses a list format, printing a Transaction File List can significantly save paper depending on how many statements the client has had.

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