Billing Tips for Tabs3

Suppress Lines on Statements

Information lines in client info can be set not to print by putting and asterisk (*) in front of each line.

You can suppress all blank misc. lines on statements through Statement Customization.

To determine if a client has been billed a final statement but the statement has not been updated, you can view the client’s AR and Fund Balances tab in Client information. If there is an asterisk next to the amount due then it has been final billed but not updated.

Printing Non billable hours on bills

Go to Customization and then to Options. Select: Include Non Printable Hours. (if you are printing detail, the recap is going to be off)

Trust Accounts

You can configure Tabs to print statement for Trust clients that have a trust balance, even if they have no activity or previous balance.

You can print detailed or summary trust activity on statements.

Courtesy Discounts

Courtesy discounts cannot be applied to previous balances.
You can give discounts in an amount or percentage by adjusting the current WIP on a bill.

Bill to Address

Bill to Address allows you to send the statement to a client’s second address, to a third party, or both.

Undoing Statements

Unbill Final Statement cancels final statement that has been run but not updated.

Undo Single Updated Statement cancels final statements that have been updated.

Statement Templates

You can assign different templates for draft or final statements. For example, you might want the draft statement to print more detail than the final statement which goes to a client.

Statement Designer

You can get more information by clicking on “What’s this?” help button.

Billing Budget

You can set a limit on the amount to bill a client by putting an amount in the Client Budget Hours and Amounts Field in Client Information.

You can print a Budget Report to compare the actual to the amount budgeted.

Client Notes

This is used as an internal memo for information purposes only. This info can be searched through Conflict of Interest. Pressing F5 will inset the User ID, date and time.

Statement Notes

You can add custom notes to print on statements in the Beginning statement notes and Ending Statement Notes.

Billing Multiple Clients

You can select multiple clients by selecting a range of clients or narrow your selection one by one.

Cover Statement

You can print a cover statement for several matters for one client. It will summarize each matter and give a total for all the client’s matters.

A cover statement can also be used for just one matter.

Fee Rate Table and Cost Rate Table

Can be customize differently for each client or used by a range of clients.

Statement Dates

Statement Dates and W/O dates are VERY important!!

When Undoing Statement from Prior periods, this will affect prior Receipt Allocation Reports.
If you don’t want to affect prior month make adjustments to current month instead of undoing statement.