You can now configure Tabs3 Billing to email statements using a Microsoft 365 account with an Exchange Online server. This new sending option allows you to send statements without the need to install Outlook on the workstation or configure SMTP access. The Microsoft 365 option is configured in Customization.
When configuring an account, you will be prompted to grant permissions for Tabs3 Software Email. Once accepted, you are ready to send statements.
Additional information about sending email statements from Tabs3 Billing can be found in KB Article R11913, “Emailing Tabs3 Billing Statements.”
When sending out email statements from Tabs3 Billing, you can edit the text and add additional files via the Email Preview window while reviewing your email statements.
To attach a file to an email statement
Alternatively, there’s an Insert File button in the toolbar at the top of the window that allows you to browse and select files as attachments.
Note: Email attachments must comply with file size limitations in Outlook and your outgoing email server.
As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients!
The Email Statements Overview video walks you through the process of setting up email templates, changing statement delivery options for your clients, and reviewing emails before they are sent. If you use Tabs3Pay, you can also see how to include payment and trust request links in your emails, which makes it easy for your clients to pay.
Watch this four-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.”
Tabs3 Billing allows you to specify a password for the PDF statements sent via Email Statements for added security. The password can be unique for each matter and client.
To password protect PDF email statements
The next time you send an Email Statement, the client will be prompted to enter the password to open the PDF. For additional information about Email Statements and password security, see Knowledge Base Article R11913, “Emailing Tabs3 Billing Statements.”
Did you know that you can email statements to your clients? Emailing statements saves on postage and delivers statements to your clients immediately. You can also optionally include a Tabs3Pay payment link along with the email statement, allowing your clients to pay online.
Once you decide to email statements to a client, you must complete certain steps to ensure that the client, as well as the email, is configured properly. Knowledge Base Article R11913, “Emailing Tabs3 Billing Statements,” walks you through setting up and using the Email Statements feature.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests. These links can then be used by your clients to pay their bills or make trust deposits directly via credit/debit card or electronic check. Those payments and trust deposits can then be imported into Tabs3 Billing using the Import Online Payments program.
Knowledge Base Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits,” guides you through the steps necessary to include payment links in your Email Statements and import any payments you receive.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
When it is time for a client to replenish a trust account, use the new Request Trust Deposit feature! Enter the amount requested and select the corresponding IOLTA account. Tabs3 Billing then creates an email message with an embedded payment button. Review the message and send it to your client.
Your client receives the message, clicks the Make Trust Payment button, and funds the trust account by ACH bank transfer or credit/debit card.
Request Trust Deposit is powered by Tabs3Pay, the secure online payments platform built into Tabs3 Billing and Trust Accounting.
Note: The Trust Request feature requires Tabs3 Billing and Trust Accounting Version 2022 (Build 22.2.3) and later. Including a Make a Trust Payment button in a trust request requires a Tabs3Pay merchant account configured in Tabs3 Billing and Trust Accounting. For additional information, see KB Articles R11869, “Configuring Tabs3Pay,” and R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits.”
Did you know that you can customize the email templates used to email statements from Tabs3 Billing? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.
Knowledge Base Article R11782, “Using and Customizing Sample Email Templates,” includes the contents of the email templates provided with Tabs3 Billing Sample Data, explains how you can make minor modifications so that they can be used to email your firm’s client billing statements, and provides troubleshooting information.
If you’re not already familiar with the Email Statements feature, take a look at KB Article R11338, “Emailing Tabs3 Statements.” Email Statements also allows you to include a link for your clients to pay online. See KB Article R11767,”Using the Tabs3 Payment Link,” for more information.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Version 2021 has some great new features we know you’ll want right away!
All Applications
Tabs3 Billing Highlights
Tabs3 Trust Accounting and Accounts Payable Highlights
Updating to Version 2021 is as easy as using Check for Updates (Help | Check for Updates)!
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.
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.
When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address. This option makes it easy to send an additional statement to a third party, such as an insurance company. When adding an Additional Bill To Address, you can select who it goes to and whether they receive a mailed statement, an e-mail statement, or both.
To create an Additional Bill To Address
Keep in mind that only one Additional Bill To Address can be added.
Tip: If you need to send a statement to more parties and you are e-mailing statements, consider adding additional recipients to the Cc or Bcc fields.