When using Tabs3Pay, you can now include a QR code on a statement with Version 2024 (Build 24.2). This allows a client to scan the QR code with a smartphone to pay their bills directly via a credit/debit card or electronic check. Those payments can then be imported into Tabs3 Billing from the Import Online Payments window.
QR codes can also be included when reprinting a single updated statement. This makes it easy to re-send a statement to a client and allow them to make a payment online.
To include the QR code, modify the page layout used as the first page of your statement or cover statement.
- From the Quick Launch, search for and select “Statement Designer.”
- Select the page layout where you want to add the QR code. (Note: When sending a combined statement for a client with multiple matters, the QR code should be added to the cover statement to allow a payment for the total amount due for all matters.)
- In the System Fields group, double-click the Payment QR Code field.
- Position the QR code as desired.
- Save the page layout.
Note: See KB Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits,” for more information about configuring payment links, including Payment QR Codes.
PracticeMaster has the ability to integrate Calendar and Contact information with Outlook. If your firm uses Microsoft 365 with Exchange Online, the Tabs3 Platinum edition makes integration even smoother.
Knowledge Base Article R11898, “Configuring the PracticeMaster Platinum Exchange Connector for Exchange Online / Microsoft 365,” walks you through configuration and provides frequently asked questions and troubleshooting information.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Tabs3 General Ledger (GL) is a general ledger accounting application that is based on a double-entry accounting system. Chart of accounts and financial statement formats can be defined, allowing you to use your current chart of accounts. The availability of multiple departments allows you to create reports based on certain departments or the firm as a whole. Journal entries track debits and credits. Optionally create budgets for each expense account, and compare budget and actual amounts from year to year.
GL offers bank and credit card reconciliation, printable deposit slips, summarized or detailed reports to help track your financial data, and more. If you have journal entries that must be made monthly, you can set up recurring entries to easily post a batch of entries once a month in a single process.
GL can be used as a stand-alone ledger application for any business, or it can be combined with other Tabs3 Software applications for full integration. Journal entries can be submitted to GL through Tabs3 Billing, Accounts Payable, Trust Accounting, and also Peninsula Software’s PenSoft® Payroll software. Additionally, a standard input format is included, providing the ability to import journal entries from other software.
For more information regarding Tabs3 General Ledger, contact your local consultant or our Sales Department at (402) 419-2200.
In PracticeMaster, you have the option of either showing each group calendar record as individual users, or to combine all users into one record on the graphical calendar. This setting can be toggled in Calendar Properties.
To change whether records are combined in the graphical calendar
- In the Quick Launch, search for and select “Calendar Properties.”
- On the General tab, in the Options section, select or clear Combine Multiple User Records into One Group Record.
- Click OK.
Your clients use credit cards, and accepting payments from them has never been easier for your law practice. With Tabs3Pay features such as easy invoicing, next day funding, scheduled payments, surcharging*, and more, all within Tabs3 Software, you can make payments effortless for your clients and get paid faster. Tabs3Pay setup is quick and hassle-free. And because credit card processing fees can impact your firm’s profitability, we offer surcharging as a cost-saving solution.
With Tabs3Pay you can:
- Accept credit cards and electronic checks within Tabs3 Software.
- Reduce credit card expenses with optional surcharging – process unlimited credit cards for as low as $50.
- Manage separate trust and operating accounts from Tabs3 Software.
- Securely store payment information for future use.
- Email an invoice with a secure payment link.
- Send statements with a payment QR Code.
- Schedule future and recurring Tabs3Pay payments.
- Request Trust replenishment.
Other Benefits Include:
- Get paid faster.
- Eliminate manual errors.
- Save time and collection hassles.
- Certified PCI compliant and secure.
To sign up for Tabs3Pay
- In the Tabs3 Billing or Trust Quick Launch, search for and select “Tabs3Pay Web Portal.”
- Click the Let’s Get Started button.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
*Surcharging laws vary by state and are subject to change. Always check with your local bar association for the most updated information.