Feature Article: Scheduled Payments

December 2022    Tags: Tabs3 Billing, Tabs3Pay, Trust Accounting

You can now schedule a future-dated payment or series of payments from within Tabs3 Billing and a future-dated trust deposit or series of trust deposits from within Trust Accounting that will automatically process via Tabs3Pay. This allows you to get paid on a specific date, even when you’re not in the office. Additionally, recurring payments are a convenient way of providing a simple payment plan for your clients. Once the payment is processed, it will be displayed in the Tabs3 Billing Import Online Payments window for import.

In Tabs3 Billing, the Schedule Payments window can be accessed via the Quick Clicks pane in Matter Manager or Statement Manager, a toolbar button in Payment Entry, or in the Quick Launch pane by searching for and selecting “Schedule Payment.”

In Trust, the Schedule Payments window can be accessed via a toolbar button in Trust Transaction Entry, or in the Quick Launch pane by searching for and selecting “Schedule Payment.”

Note: Managing scheduled payments is performed in the Tabs3Pay Web Portal.