Video of the Month: Working with Payment Adjustments

October 2021    Tags: Payments, Resources

Need to reverse a client’s payment or refund an unapplied overpayment? Tabs3 Billing has the tools you need to easily adjust payments and record the adjustment, all from one place!

The Working with Payment Adjustments video demonstrates how you can quickly locate a payment using the Matter Manager, access detailed information about the payment, and perform an adjustment in just a few easy steps. When integrated with Tabs3 Financials, you can specify how you want to handle creating journal entries and printing a check for the refund or reversal, which can save you time and reduce duplicate entry.

Watch this four-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.