My Statement Doesn't Print

Last reviewed: 02/01/2012
Article ID: R10004

The information in this article applies to:

• Tabs3 Version 16, 15, 14, & 12

SUMMARY

One of the most frequently asked questions is, "Why isn't my statement printing?"

RESOLUTION

The inability to print statements can be attributed to a hardware issue or a software issue.

Check the following:

• Try previewing the statement to ensure the problem is not a problem communicating with the printer. If nothing is shown in the Preview window as well, proceed with the following.


• Open the Client data entry program. Click the Billing Preferences tab and check the following:

• Make sure the client's Release to Bill check box is selected. A statement cannot be printed for the client unless this check box is selected.


• Determine if the client's Progress Billing check box is selected. When this check box is selected and the client uses a statement template with a Fee Format of Standard, only Type 6 (progress billing) transaction codes can print on the statement thereby preventing other fee transactions from being included.
   
• Check to see if the client is set to receive E-mail Statements only. You can do this by either checking the Statement Delivery Options section for a "No" in the Mail column, or by viewing the E-mail Statements window for a final statement associated with this client.
  Note: If you preview statements before printing, e-mail statements will be displayed with a maroon and gray border and a note in the footer that will print to the selected printer when printed from the Preview window. If you print directly from the Generate Statements window, rather than the Preview window, e-mail statements will not print to the selected printer.

• In the Client data entry program click the Billing Options tab.  Determine if any threshold amounts have been assigned to the client.


• On the Statement Options tab of the client data entry program, determine which statement templates are assigned to the client. If the templates are not the same for the Draft Template and the Final Template, determine whether a draft or final statement was being run.  Make sure the statement template assigned to the client is set up to include fees and costs. You can right-click in the Draft Template or Final Template field to access the statement template; or, you can use the following menus: Statements | Statement Setup | Statement Templates.


• Open the Generate Statements window.

• Check the dates specified on the Transactions tab of the Generate Statements program. Also check the timekeepers, tcodes, categories and cost types specified on this tab.


• Check if any threshold amounts have been specified on the Options tab of the Generate Statements program. 


• Check if the client has current billable work. If not, confirm that the Zero Balance Payment Only Clients check box is selected. This will allow a statement with only a payment for the total previous balance due to print.


• On the Options tab, click the Template Options button and check whether any options have been selected. If so, these options override the options specified for the statement template.


• Check the client number specified on the Client tab of the Generate Statements program. Check if any other information on the Client tab has been specified thus causing the client to not be selected.

• Open the Fee (or Cost or Payments) data entry program.

• Verify that the transactions do not have a Status of Hold.


• Verify that the fee and cost transactions do not have a Bill Code of "1" (non-billable/non-printable) or "3" (billable/non-printable).


• If the client's Progress Billing check box is not selected, verify that the fee transactions are not all Type 6 transactions.

• Check whether a report definition was used. In some situations, a report definition may have been assigned to the Generate Statements program. To check this, from the Generate Statements window, click the Save button shown on the right side of the window to open the Save Report Definition dialog box. If a report definition is shown, uncheck the Make this definition the default check box. Click OK to save the change. Close the Generate Statements program. Then, open the Generate Statements window and try generating the statement again.


• Ensure that the correct printer is specified in the Generate Statements dialog window (the window that appears immediately after pressing OK within Generate Statements).


• Try printing to the printer from within a different application (e.g., Microsoft Word, or try printing a page from your web browser).


• If there is more than one printer showing in the Generate Statements dialog window, try selecting and printing to a different printer.


• In certain circumstances, the inability to print may be because of a corrupt printer driver.  Try re-installing the driver for the printer, or try downloading and installing current drivers from the manufacturer's Web site.

For more information regarding printing-related issues, please refer to Knowledge Base article R10820 - Troubleshooting Printing Problems in Tabs3 and PracticeMaster Software.

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