KB Corner: Using the Tabs3 Payment Link

February 2019    Tags: , , , , ,

Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.

This works by configuring your Email Statement template to automatically generate a personalized link to the ProPay website. The link can be used by your clients to pay their bills directly via credit/debit card or electronic check. Those payments can then be imported into Tabs3 using the new Import Online Payments feature.

Note: Each time an email is generated via the Email Statements program, a new and unique link is also generated specific to that client.

Knowledge Base Article R11767, “Using the Tabs3 Payment Link,” provides more information on how the Tabs3 Payment Link and Import Online Payments features work. Check out this article to learn how to modify your email template, process and email your statements, import online payments, and read frequently asked questions.

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.

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