Video of the Month: Getting Paid Using Online Payments

June 2019    Tags: Credit Cards, Email Statements, Payments, Resources, Version 19

Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!

In Version 19 we added the ability to include a ProPay payment link in your email statements. This provides a secure way for your clients to pay with a credit card when they check their email and see they owe your firm money. Once a payment is made online, import the payment into Tabs3 Billing, and you’re done!

The Getting Paid Using Online Payments video shows you an email statement template that includes a ProPay link, the ProPay payment portal, and then shows you how to import payments made via ProPay links into Tabs3. It’s never been easier to get paid!

Watch this two-minute video here:

Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.