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

1. From the File menu, point to Open and select Client.
2. Select the Client ID.
3. From the Statement Options tab, in the Statement Notes section:
   1. In the Beginning Statement Notes or Ending Statement Notes field, enter the desired text.
   2. Select the appropriate Change Notes to blank after statement updated check box.
4. Press Ctrl+S.