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...


We use Statement Designer, but the logo that we use in our page layout is not shown for some users. Instead, they see a red X. Is there a way to ensure that this logo will be shown for everybody?   Read More...


My client’s Client Funds account is set to a Fund Application Method of Automatic All and their Statement Format is set to Detail. However, their Client Funds activity is not showing on my statement. Why is this?   Read More...


Did you know that you can add your letterhead to statements via the Tabs3 Billing software?   Read More...


I have a client that is configured for split billing but they want to see the pre-split values of the transactions on their statement. Is there any way to do this?   Read More...


I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for?   Read More...


Billing Q&A: Copy a Statement Template

December 2019    Tags: ,
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Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch?   Read More...


I’m generating firm-wide statements but only want to generate draft statements for clients that have something new to bill. How can I generate statements without including clients with only a previous balance due?   Read More...


Our attorneys create bills for their clients, and I want to make sure that all of their statements have been updated at the end of our billing cycle. Is there a report I can run to see if there are any final bills that still need to be updated?   Read More...


When I print statements, the Expenses and Advances are separated. Is there any way to combine them into a single section?   Read More...


When I enter non-billable fees or costs it shows n/c in the Amount column on the Statement. Is there a way to change n/c to something else?   Read More...


We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it?   Read More...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?   Read More...


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?   Read More...