Billing Q&A: Miscellaneous Lines on Statements

August 2019    Tags: Clients, Statements, Tabs3 Billing

Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this?

Miscellaneous Lines print on statements by default, but it is possible to remove them. When an asterisk (*) is entered in the first character position of the Miscellaneous Lines, information stored in those fields will not be included on the statement when generated for that client. Instead, a blank line will be shown on the statement below the Work Description.

To stop blank Miscellaneous Lines from printing on statements

1. From the Statements menu, point to Statement Setup and select Statement Customization.
2. From the Options tab, clear the Print blank miscellaneous lines check box.
3. Press Ctrl+S.

Note: Miscellaneous lines will print on reports regardless of whether an asterisk is in the first character position of the Miscellaneous Lines.