Did you know that the language used on statements can be customized? The Terminology tab of Statement Customization provides 77 terms that can be changed. Read More...
Can I add explanatory notes to my fees that will be shown on draft statements but not final statements? Read More...
Did you know that you can reprint client statements whenever needed? Read More...
We are starting to use the Email Statements feature but want to protect our client's sensitive information. Is there a way to add more security to the statements that are sent? Read More...
How can I change the terminology used in the trust section of my statements? Read More...
Did you know that you can select multiple ranges of clients when running reports or generating Statements? Read More...
Are there additional notes that you want to add to statements for one or more clients? There are multiple areas in Tabs3 Billing to enter notes that can then be shown on statements for a single client, a group of clients, or all clients. Read More...
Did you know that you can email statements to your clients? Read More...
We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client? Read More...
