There are several methods for crediting a client’s account: write offs, write-downs, courtesy discounts, payment adjustments, credit transactions, or editing or deleting the original transaction. Read More...
Is there a way to customize which reports are available from the Tabs3 Billing Matter Manager? Read More...
Version 2023 has some great new features to check out! Read More...
Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page. Read More...
Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer? Read More...
I'm sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements? Read More...
Do you have a new pro bono client, or need to enter a fee or cost at no charge for a regular client? Clients and transactions can be marked as non-billable so that you can still track your time without charging your client. Read More...
We have matters for which we only want to charge up to a set amount or set a limit for the total hours worked. Is there a way for Tabs3 Billing to notify us if we will exceed these limits? Read More...
There are several ways you might handle billing for a contingency case, but in the end you must adjust the amount owed based on the outcome. So what options does Tabs3 Billing provide? Read More...
