Feature Article: Surcharging with Tabs3Pay

May 2022    Tags: Tabs3 Billing, Tabs3Pay, Trust Accounting, Version 2022

Tabs3Pay now offers surcharging! Help your firm save on expenses while still providing clients the option to pay by credit card. While processing fees are normally paid by the firm, with surcharging, credit card fees are passed on to the cardholder instead. Only credit card transactions (Visa, Mastercard, American Express, Discover, etc.) are subject to surcharging. Processing fees for debit card and ACH (eCheck) transactions continue to be paid by the firm.

Tabs3Pay surcharging has the following requirements:

• Your firm must have Version 2022 (Build 22.1.8 or later) installed.
• You must verify your state allows surcharging.
• You must notify your clients and credit card company 30 days prior to surcharging.
• You must enable surcharging for all clients.

If you have not yet signed up for Tabs3Pay, simply update to Version 2022 (Build 22.1.8 or later) and sign up (in the Quick Launch, search for and select Tabs3Pay Web Portal). The option of enabling surcharging will be included in the signup process. If you are already using Tabs3Pay, contact Tabs3 Support at 402-419-2210 for assistance with enabling surcharging on your existing account.

For more information on Surcharging, see the Surcharging section of Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions.”