Your clients use credit cards, and accepting payments from them has never been easier for your law practice. With Tabs3Pay features such as easy invoicing, next day funding, scheduled payments, surcharging*, and more, all within Tabs3 Software, you can make payments effortless for your clients and get paid faster. Tabs3Pay setup is quick and hassle-free. And because credit card processing fees can impact your firm’s profitability, we offer surcharging as a cost-saving solution.
With Tabs3Pay you can:
Other Benefits Include:
To sign up for Tabs3Pay
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
*Surcharging laws vary by state and are subject to change. Always check with your local bar association for the most updated information.
Skip the hassle of collections this year by scheduling your matter’s one-time and recurring payments with Tabs3Pay!
The Scheduling Payments with Tabs3Pay video walks you through how to schedule a future-dated payment or series of payments, right from the Tabs3 Billing Matter Manager. This feature makes it easy to provide payment plans for your clients and allows you to get paid on a specific date, even when you’re not in the office.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Did you know that law firms who accept credit cards get paid sooner and collect on more billable work than firms that don’t?
With Tabs3Pay, accepting and managing electronic payments has never been easier for your law practice! Not only can you accept credit cards and electronic checks, but you can manage separate trust and operating accounts, and securely store payment information for future use. Additionally, by including a payment link in email statements, your clients can easily enter payment information through the secure Tabs3Pay portal.
Watch this six-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Are you ready to get paid faster? Using Tabs3Pay, accepting credit card payments has never been easier for your law practice!
With Tabs3Pay, you can:
Best of all, Tabs3Pay provides simple pricing for all credit card types, which means that no matter what type of card is used, the same low fixed rate will be applied. There are no monthly fees or other charges.
Ready to take the next step? Tabs3Pay’s hassle-free setup means that you can begin accepting payments on the same day that you sign up. You can sign up and enable Tabs3Pay right from Tabs3 Billing or Tabs3 Trust Accounting (Trust)! Just have your law firm’s EIN number (Tax ID), the account and routing numbers for your bank accounts, and an estimate of your processing amounts ready.
To sign up for Tabs3Pay
Note: This feature is available in Version 2021 (Build 20.5) and later.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
Accepting and managing credit card and eCheck payments from your clients has never been easier!
Starting in Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay, making the process of entering payments, client funds deposits, and trust deposits both easy and secure.
Watch this five-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.
Beginning with Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay for electronic processing of payments, client funds deposits, and trust deposits. LawPay supports both credit and debit cards in Tabs3 Billing and TAS, as well as electronic fund transfers (eChecks) from checking or savings accounts in Tabs3 Billing.
Tabs3 Billing allows you to manage the client’s payment methods from either the LawPay tab of the Client file or from the Payment/Client Funds Entry windows. TAS allows you to manage your LawPay payment methods from the Trust Transaction Entry window. You can add or remove payment methods as well as update the email address for each payment method. When an email address is present, the client will automatically be emailed a receipt each time that payment method is used.
Once you have enabled LawPay in Tabs3 Billing, you can include a LawPay payment link in the statements you email to your clients. This allows clients to pay their statement with a credit card or eCheck without anyone at the firm handling sensitive payment information. Once a client has paid their bill via LawPay, you can import the payment into Tabs3 via the Import Online Payments program (Maintenance | Integration | Import Online Payments). See Knowledge Base Article R11767, “Using the Tabs3 Payment Link,” for more information regarding setting up payment links and importing payments. For more information on LawPay integration, see Knowledge Base Articles R11828, “LawPay Integration Frequently Asked Questions,” and R11826, “Configuring LawPay Integration with Tabs3 Software.”
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email signup@tabs3.com.
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020 later this year:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email signup@tabs3.com.
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.
People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services.
Two reasons law firms decide to accept credit cards are because clients pay faster, which allows firms to spend less time collecting on past due bills and clients are more likely to pay their bill in full, which allows firms to reduce the amount they write off.
If you accept credit cards, there is no better way than with Tabs3. Credit card payments can be entered directly into Tabs3, or a link can be emailed to a client for them to pay online. When a client pays online, their payment information can be imported into Tabs3 so there is no double entry. When a credit card payment is entered directly into Tabs3, it is automatically processed and the funds are deposited into your existing bank account.
If you use Tabs3 Trust Accounting Software, you can have trust account payments deposited into a separate account from where processing fees are deducted. This integration takes the guesswork out of bank account reconciliation and helps you comply with many state bars’ rules regarding commingling funds.
We are partnered with ProPay, a TSYS company, to provide you with credit card processing that is better than ever.
If you’re interested in accepting credit cards, you can sign up in minutes at Tabs3.com/ProPay. If you have any questions regarding processing credit cards in Tabs3, contact your local consultant, or contact Technical Support at (402) 419-2210.
If you accept credit cards, do you have a credit card form on the statements you send to your clients? Many clients prefer to pay by credit card, and if there isn’t an easy way to do so, you may not be getting paid as quickly as you could be.
So how can you include a credit card form on the statements you send to your clients?
Statement Designer (Statements | Statement Setup | Statement Designer) provides two layouts that have a place at the bottom of the page to fill out credit card information: CC Payment Remittance and Remittance Page. Simply edit one of these layouts as desired for your firm’s needs, and then include it on the statement templates (Statements | Statement Setup | Statement Templates) you use for your clients.
For more information on editing Statement Designer Layouts, refer to Knowledge Base Article R10901, “Customizing the Sample Page Layouts Provided with the Tabs3 Statement Designer.”
The next time you send out statements, clients can send the credit card form back with their information and you may very well get paid sooner!
When you need to refund or reverse credit card payments, you want to be able to do it with the least amount of hassle. Tabs3 Billing and Trust Accounting Software (TAS) are designed to automatically issue a ProPay refund or reversal when appropriate.
Knowledge Base Article R11708, “Credit Card Refund Best Practices,” provides information on how ProPay handles credit card reversals and provides processes for reversing, refunding, or deleting credit card payments or transactions in Tabs3 Billing and TAS.
Be sure to check out this article so that you are using the recommended methods to refund or reverse ProPay credit card payments.
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.
Join Jason Kuhlmann, Product Management Specialist for Tabs3 and PracticeMaster, to see our upgraded credit card processing service, ProPay! Explore the benefits of accepting credit cards, such as more convenient payment options for your clients and integration with Tabs3 Billing and Trust Accounting software. Both sessions will fill up fast, so reserve your spot at Tabs3.com/CreditCardWebinar!
We are excited to announce a new integration through ProPay, a TSYS company. Here are some of the benefits you get with ProPay:
Accepting credit cards can help increase revenue because they are so convenient for your clients. You may find clients willing to pay with a credit card on their way out of your office, and you will certainly receive credit card payments over the phone. The easier it is to pay, the faster you get paid, the fewer collection calls you need to make, the easier it is to collect on outstanding invoices, and the number of write offs you will have to make will be reduced.
If you are interested in accepting credit cards, you can learn more at Tabs3.com/ProPay. To process payments through ProPay, you must be on Version 18 of Tabs3 software.
Did you know the majority of Americans used a credit card in the past month? Americans rely on their credit cards more and more to pay for things like clothes, medical procedures, and now, legal services.
Here are the top three reasons law firms decide to accept credit cards:
Remember: The easier it is to pay, the faster you get paid. The faster you get paid, the fewer collection calls you need to make, and the fewer write offs you need to process.
If you accept credit cards, there is no better way than with Tabs3. When a credit card payment is entered into Tabs3, it is automatically processed and the funds are deposited into your existing bank account. You do not need to change your existing banking relationships to process credit cards. If you use Tabs3 Trust Accounting Software, you can have trust account payments deposited into a separate account from where processing fees are deducted. This integration takes the guesswork out of bank account reconciliation and helps you comply with many state bars’ rules regarding commingling funds.
With the release of Version 18, we partnered with ProPay, a TSYS company, to provide you with credit card processing that is better than ever.
ProPay also has the ability to add future enhancements and newer technology to Tabs3 software, such as chip card readers. If you’re interested in accepting credit cards, you can sign up in minutes at Tabs3.com/ProPay. If you have any questions regarding processing credit cards in Tabs3, contact your local reseller and consultant, or contact Technical Support at (402) 419-2210.