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Billing Q&A: One-Time Statement Note
August 2020
Tags:
Clients
,
Statements
,
Tabs3 Billing
You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated.
To specify notes to be included on a single statement
From the
File
menu, point to
Open
and select
Client
.
Select the
Client ID
.
From the
Statement Options
tab, in the
Statement Notes
section:
In the
Beginning Statement Notes
or
Ending Statement Notes
field, enter the desired text.
Select the appropriate
Change Notes to blank after statement updated
check box.
Press
Ctrl+S
.
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Related posts:
Feature Article: Statement Notes
Billing Q&A: Statement Comments
Billing Q&A: Miscellaneous Lines on Statements
Billing Q&A: Centering Text on Statements
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