Billing Q&A: Electronic Payments for Multiple Matters/Statements

October 2022    Tags: Payments, Statements, Tabs3 Billing

We have some clients with multiple matters that pay with a credit card. Can we apply a single electronic payment to multiple matters or statements for a client?

Both Tabs3Pay and LawPay can be used with the Apply Payments to Multiple Matters feature. This feature allows you to enter a single payment and apply it to specific matters and statements associated with the client. Apply Payment to Multiple Matters can be used when entering new payments as well as when using the Import Online Payments feature.

To apply a payment to multiple matters or statements when entering a payment

1. From the Quick Launch, search for and select “Payment Entry.”
2. Enter all information for the payment record, including the Tabs3Pay or LawPay payment method.
3. Click the  (Apply Payment to Multiple Matters) button or press Alt+A to open the Apply Payment to Multiple Matters window.
4. A list of matters and their statements will be displayed. Specify the amount to apply to each statement. When you are finished, click Finalize. (Note: For more information on using this window, press F1.)

To apply a payment to multiple matters or statement when importing a payment

1. From the Quick Launch, search for and select “Import Online Payments.”
2. Double-click the payment you want to import to open the Payment Entry window.
3. Click the  (Apply Payment to Multiple Matters) button or press Alt+A to open the Apply Payments to Multiple Matters window.
4. A list of matters and their statements will be displayed. Specify the amount to apply to each statement. When you are finished, click Finalize. (Note: For more information on using this window, press F1.)

Note: LexCharge (formerly ProPay) integration does not support the Apply Payments to Multiple Matters feature. If you are interested in using this feature, visit Tabs3Pay.com for information on signing up for Tabs3Pay.