Tabs3 Software integrates with LawPay to allow Merchants/Customers to directly process payments using credit cards or eChecks (direct charges to a client's checking or savings account). This article walks you through how to process a payments and deposits in Tabs3 Billing and Tabs3 Trust Accounting (TAS) using the LawPay integration.
Tabs is a robust software that provides many different ways for a payment to be recorded in Tabs3 or TAS.
Email a Tabs3 statement or email template to the client with a payment link. Clients can enter their own credit card payments, which can then import into Tabs3.
Manually enter a payment through Tabs3 to then be applied to a statement.
Record card payments to apply a statement.
Void and Refund payments.
Tabs3 Billing
Email and Statements with the Payment Link
The integration with LawPay does NOT automatically apply the payment link onto their email templates. They will need to be manually applied (see Tabs3 Integration for details) Once payment link has been applied, they can send out the email or statement and the client can pay with a card or eCheck (ACH)
What the client sees after they open the payment link:
Processing Electronic Transactions Using LawPay
Merchants can process a payment using LawPay manually in Tabs3
In Tabs3 Billing, open the Payment Entry window (File | Open | Payments).
Enter the payment as you normally would.
Select the payment method from the Receipt Type field for either card or eCheck.
Click the Add LawPay Payment Method link to the right of the Receipt Type field.
Select Credit Card or eCheck and then fill in the fields with the client's payment information. If you have a compatible card reader, click the SWIPE CARD link to input the card information via the card reader, and then fill in the CVV and Zip Code fields. (Note: All fields are required, with the exception of the Email Address field, which is used to determine whether and where to send an email receipt.)
Verify that all of the information is correct, and then click Continue to return to the Payment Entry window. The new payment method will be selected by default.
Click the Manage LawPay Payment Methods link to the right of the Receipt Type field.
Click the Add button.
Select Credit Card or eCheck and then fill in the fields with the client's payment information. (Note: All fields are required, with the exception of the Email Address field, which is used to determine whether and where to send an email receipt.)
Verify that all of the information is correct, and then click Continue to return to the Payment Entry window. The new payment method will be selected by default.
Press Ctrl+S to save the payment.
Upon saving the payment, you will be prompted to confirm that you want to charge the selected payment method. Click Yes to proceed or click No to return to the Payment Entry window without saving.
Entering Credit Card Payments in Tabs3
Merchant is able to record a payment into Tabs3. This would come into play if the Merchant took a payment directly through LawPay (like a scheduled payment or a Quick Bill) and needs to record it in Tabs.
From Tabs3, open the Payment window (File | Open | Payment).
Enter the payment as you normally would.
Specify a Receipt Type of "Credit Card" for credit card transactions or "EFT" for eChecks.
Press Ctrl+S to save the transaction.
Tabs has a ton of articles and videos on how to use their software. These are the basics that can assist a person as they learn how to use their LawPay account.