Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet? Read More...
I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client? Read More...
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...
