Billing Q&A: Bill On Demand

May 2022    Tags: , ,

One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared?

The matter is most likely configured to Bill On Demand. Bill On Demand is a feature that enables you to only bill a client when needed, rather than every billing cycle. When the Bill On Demand check box is selected, each time a statement is final billed and updated for the matter, the Release to Bill check box is automatically cleared to prevent unauthorized statements from being sent in the future. When you are ready to send another statement, simply select the Release to Bill check box again.

If you want a statement to print for the matter whenever they have a balance, simply clear the Bill on Demand check box and select the Release to Bill check box. The matter will then be included in all future billing cycles.

To enable the Bill On Demand feature

  1. In the Quick Launch, search for and select “Client Information.”
  2. Select the Client ID you want to configure.
  3. On the Billing Preferences tab:
    1. Select the Bill On Demand check box.
    2. Select the Release To Bill check box if you want to include this matter in the next batch of statements. Clear the Release To Bill check box to prevent statements from printing until you select it again.
  4. Press Ctrl+S.

To disable the Bill On Demand feature

  1. In the Quick Launch, search for and select “Client Information.”
  2. In the Client ID field, select the matter you want to configure.
  3. On the Billing Preferences tab:
    1. Clear the Bill On Demand check box.
    2. Select the Release To Bill check box.
  4. Press Ctrl+S.
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