More convenience for your clients. More flexibility for your firm.
Tabs3Pay just got even better. We’re excited to announce the addition of new digital wallet options: PayPal, Venmo, and PayPal Pay Later, now available when using Tabs3Pay Payment Links. These new payment methods make it easier than ever for clients to pay, and for firms to get paid.
New Digital Wallet Options
How to Use These Payment Methods
To take advantage of these new digital wallet options:
Additional information about using Payment Links and Trust Deposit Links can be found in KB Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits.”
Our office will be closed on Thursday, June 19, in recognition of Juneteenth.
Here are some helpful Support resources that are available 24/7:
Did you know that you can email statements to your clients? Emailing statements saves on postage and delivers statements to your clients immediately. You can also optionally include a Tabs3Pay payment link along with the email statement, allowing your clients to pay online.
Once you decide to email statements to a client, you must complete certain steps to ensure that the client, as well as the email, is configured properly. Knowledge Base Article R11913, “Emailing Tabs3 Billing Statements,” walks you through setting up and using the Email Statements feature.
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.”
Our office will be closed on Friday, July 4, in recognition of Independence Day.
Here are some helpful Support resources that are available 24/7:
Typos happen, and sometimes they happen on a larger scale. When you need to change text in multiple records at once, what can you do? Use PracticeMaster’s Find and Replace! Find and Replace can be used to find text in one or more fields and/or records and optionally replace it – all at once.
You can access the Find and Replace window from any List tab via Edit | Find and Replace, by pressing Ctrl+F, or by selecting Find and Replace from the Take Action group in the Quick Clicks pane. If you want to see which records contain the text you want to find, from the Find and Replace window simply enter the desired text in the Search For field and click Find. The Search Results will list all records in which the text is found as well as the field where the text is located.
To replace text, enter the desired replacement text in the Replace With field. You can then replace each instance individually by clicking the Replace button, or you can replace all instances in the Search Results section by clicking the Replace All button.
Note: Because Find and Replace may not be easily undone, we recommend backing up your data prior to using the Replace All option due to the number of records that may be changed.
The following options in the Find and Replace window can be used to be more precise when searching:
Search Records
In the Search Records section, you can choose to search the Current List or Highlighted Records. When selecting Current List, all records on the List tab of the file will be searched. This option uses any filters that have been applied to the file. Selecting Highlighted Records will only search those records that are currently highlighted on the List tab.
Search Fields
In the Search Fields section, you can select to search All Fields or Specific Fields. Selecting Specific Fields can help when you only want to find and/or replace text if it is included in certain fields, such as Description or Notes.
Search Options
In the Search Options section, you can select Match Case and/or Find whole word only. Selecting the Match Case check box will only return results that match the case of the text entered in the Search For field. For example, if the Search For field contains “Harry Henderson,” then any instances of “harry henderson,” “Harry henderson,” or “harry Henderson” will not be included in the Search Results section.
Selecting the Find whole word only check box will only return results that match the text in the Search For field exactly. If the check box is cleared, then it will return all words that contain the text in the Search For field. For example, let’s say that “Phil” is entered in the Search For field. If the Find whole word only check box is selected, the Search Results will not contain records with “Phillip,” “Phillips,” “philosophy,” etc. If the check box is cleared, then these words would be included in the Search Results.
Replace Options
In the Replace Options section, you can select Only replace matching text or Replace entire field contents. When selecting the Only replace matching text option, only the text that matches the Search For field will be replaced within the field. Conversely, when selecting the Replace entire field contents option, the entire field’s contents will be replaced by the Replace With text.
Find and Replace is a powerful feature that can find text and/or make changes in hundreds of records at once. Try it out the next time you need to make the same change in multiple records and see how much time you can save.
As of June 1, 2025, the Tabs3 Support Team will no longer provide support for Version 2020 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
Updating to the latest version is FREE when your firm has an active subscription. To get started, in the Quick Launch, search for and select “Check for Updates.”
If you have any questions regarding the discontinuation of support for Version 2020, please contact your Tabs3 Software consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
Previously published in May, April, March, February, and January.
Did you know that pressing F9 in the Matter Manager takes you right to the matter field? This makes it quick and easy to change matters after opening the Matter Manager, and works in both Tabs3 Billing and PracticeMaster.
Tabs3 Cloud is a cloud-based legal billing and financial software solution designed specifically for the way today’s fast-paced, multifaceted law firms operate. It includes all the benefits of the Platinum edition of our Tabs3 Billing, PracticeMaster, and Financials software so you can manage your firm more effectively.
The following are just some of the benefits of Tabs3 Cloud:
Propel your firm toward higher profits with reliable software that’s designed specifically for law firms like yours.
Tabs3 Cloud includes all of the features you trust from Tabs3 Software and puts them on your browser in the same easy-to-navigate interface you’re familiar with.
Whether you’re a longtime Tabs3 Software user or switching from another billing tool, Tabs3 Cloud is the perfect solution to keep your firm running.
Discover what the most dependable software solution for billing and financials on the market can do for your legal practice.
To learn more about Tabs3 Cloud, visit Tabs3.com/Cloud, check out Knowledge Base Article R11941, “All About Tabs3 Cloud,” or watch the Introducing Tabs3 Cloud video. To get pricing or to purchase a Tabs3 Cloud subscription, contact your local consultant or contact our Sales department at 402-419-2200.
Note: Tabs3 Software is available in Tabs3 Cloud or on-premises.