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Tag: Email Statements


Our firm sends email statements to our clients, and each attorney sets up their own email templates. Two attorneys have left the firm in the past few weeks, and we want a list of email templates along with the clients to which they are assigned so that we can update all of them. Is there a report for this?   Read More...


I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements?   Read More...


Attaching statements to emails one by one is time consuming. Save time by using the Tabs3 Email Statements program to send PDF statements without leaving the software!   Read More...


Do you mail out your client statements or email them? Emailing your statements saves time, paper, and postage, and can help you get paid quicker!   Read More...


Is there a way to make statements that we email out secure so that only certain people can open them?   Read More...


Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!   Read More...


We had an issue with our Email server and our last batch of email statements sent from Tabs3 did not go out. How can we resend the email statements out again since they no longer show up in the Email Statements window in Tabs3?   Read More...


Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.   Read More...


Did you know that you can customize the email templates used to email statements from Tabs3? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...