Managing client payments is now more efficient with the new Autopay feature in Tabs3Pay. Autopay enables you to automatically schedule payments when generating final statements, ensuring a seamless transaction process.
- Automatic Payment – Schedule a client payment when generating a final statement and let Tabs3Pay handle the rest. Processed payments are shown in the Import Online Payments window.
- Customized Payment Plans – Not every client has the same billing situation. Autopay lets you build a tailored payment plan for each client based on current work, accounts receivable, or both. You can also set a maximum charge limit, so clients are never charged more than agreed.
- Trust Auto-Replenish – Schedule automatic deposits and let Tabs3Pay replenish trust accounts after final statements are generated.
- Client Notifications – Every scheduled payment triggers a notice on the client’s statement showing the payment date, amount, and method. Customize that language by editing Statement Customization and Trust Bank Account settings.
You can see all scheduled payments from the Matter Manager, Client Information window, or the Tabs3Pay Web Portal.
For more details on setting up and using Tabs3Pay automatic payments, check out KB Article R11915, “Automatic and Scheduled Payments Using Tabs3Pay.”
Tabs3Pay AutoPay is available in Version 2026.
Our office will be closed on Monday, May 25, in recognition of Memorial Day.
Here are some helpful Support resources that are available 24/7:
The Knowledge Base is a great resource for more in-depth information on a subject, including overviews, best practices, strategies, troubleshooting, frequently asked questions, and more. To help streamline your research, we have several articles that contain a list of articles related to a particular area of interest. This makes it easy to determine which articles you want to review and provides a place you can come back to so you can quickly pick up where you left off.
The following articles contain a list of articles on the given subject:
- R11992 – Version 2026 Information & Resources
Includes information about the Version 2026 update and includes a list of information that has been added to the Knowledge Base regarding Version 2026 including What’s New in Version 2026, Version 2026 Introduction to New Features, and more. - R11940 – Tabs3Pay Resources
Includes a list of resources for Tabs3Pay including configuration, troubleshooting, frequently asked questions, and features specific to Tabs3Pay. - R11567 – Frequently Asked Questions for All Products
Includes a list of resources with frequently asked questions, both general and feature-specific, regarding the software. - R11793 – Reports Information and Resources
Includes a list of resources with information on Tabs3 Software reports. - R11524 – Backup/Restore Information Resources
Includes a list of resources with information regarding backing up and restoring your data including having a good backup strategy, troubleshooting, testing your backup, and more. - R11582 – Statements Information Resources
Includes a list of resources with information regarding Tabs3 Billing statements including printing, emailing statements, customization, and general information. - R11482 – Resources for Integrating PracticeMaster with Outlook
Includes a list of resources with information regarding Microsoft Outlook and its integration with PracticeMaster including Outlook synchronization, the Platinum Exchange Connector, and the Outlook Toolbar Plug-in. - R11715 – Tabs3 Financial Software Resources (Trust, AP, GL)
Includes a list of resources with information regarding Tabs3 Financials including general articles, integration articles, reconciliation articles, and more. - R11638 – Document Management Resource List
Includes a list of resources with information regarding PracticeMaster’s Document Management feature including training videos, the Document Management Guide, a quick reference, troubleshooting, and more. - R11645 – Resources for Filtering Data
Includes a list of resources with information on filtering data in PracticeMaster and Tabs3 Billing including information on indexes, filters, QuickViews, Report Writer, WorkFlows, and more. - R11962 – Search Resources
Includes a list of resources with information on the Tabs3 Conflict of Interest, PracticeMaster Conflict of Interest, and the PracticeMaster Document Search. - R11406 – Tabs3 Platinum/Platinum SQL Resources
Includes a list of resources with information regarding Platinum software and Platinum Server including guides, Platinum information, Platinum SQL information, troubleshooting, and more. - R11506 – Resources for Importing Data into Tabs3 Software
Includes a list of resources with information regarding applications that can be used to import data into Tabs3 Billing, PracticeMaster, and Tabs3 Financials. - R11717 – Security Resources
Includes a list of resources with information on security regarding Tabs3 Software, email and antivirus, and Microsoft.
When looking for additional information on these subjects, save yourself some time – skip the searching and check out one of the resource lists above.
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.”
As of June 30, 2026, the Tabs3 Support Team will no longer provide support for Version 2022 or Version 2023 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 2022 or Version 2023, please contact your Tabs3 Software consultant, or a member of our Customer Success Team at customersuccess@Tabs3.com or (402) 419-2212.
Previously published in April, March, February, and January.
What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. There are two types of indexes: temporary and permanent.
Permanent indexes are set up in File Maintenance, are available to everyone, are not removed when closing files, and can be used for more than just column sorting, such as helping make filters faster. Additionally, you can select up to four sorts for each permanent index. For example, in the Client file you could create an index that will first sort by State, then City, then Area of Practice, and then Client ID.- Temporary indexes are created “on the fly” whenever you click on a column heading on the List tab, if that field does not already have a permanent index. Temporary indexes are available only to the user who created them and are removed as soon as the file is closed.
Although both indexes are shown in the Sort By group of the Quick Clicks pane, temporary indexes are indicated by an asterisk (*).
Why use permanent indexes?
- When creating a temporary index, PracticeMaster must look at all of the records and then sort them accordingly. Permanent indexes are already created, and thus are pre-sorted. Clicking on columns that have permanent indexes takes significantly less time for the records to refresh than when sorting using a temporary index.
- Once a permanent index is created, everyone can use it to quickly sort their records.
- Permanent indexes can be used in QuickViews. When creating a QuickView, both the Default Sort (which field/column to sort on) and Show Smart tabs by settings use permanent indexes in order to sort your records.
- Using a filter to target which records are displayed can be faster if the field you are filtering on is indexed.
- Report Writer reports can be faster when using a Primary Index.
Adding a permanent index
- In the Quick Launch, search for and select “File Maintenance.”
- Select the file for which you want to add a permanent index.
- From the Index tab, click the (New) button.
- Enter an Index ID for the new index.
- Enter a Description.
- Select the desired Sort Order(s).
- Click Done.
- Close the File Maintenance window.
If users frequently use temporary indexes, create permanent indexes to help save time when sorting columns. For more in-depth information on indexes, visit Knowledge Base Article R11487, “Working with Indexes, Filters, and QuickViews.”
Want to quickly see how many records are selected in a Tabs3 Billing list or on the List tab of a PracticeMaster file? In Tabs3 Billing and PracticeMaster, a Record Count indicator is shown on the status bar at the bottom of the window. When multiple records are selected, this area will display the text “Selected:” followed by the number of records currently selected. You can use Ctrl+A to select all records, use Shift+click to select a range of records, or use Ctrl+click to select records one by one.
