To add a new client funds transaction from the Client Funds list

  1. From the File menu, point to Open, and then select Client Funds.
  2. Click on the toolbar to open the Client Funds Entry window.
  3. Enter the desired information for the client funds entry.
  4. Click on the toolbar to save the new client funds entry.

The defaults for the new client funds transaction will be the same as the transaction selected on the Client Funds list. The Amount, field will be set to zero for the new transaction.

  To add a new client funds transaction from the Client Funds Entry window

  1. From the File menu, point to Data Entry, and then select Client Funds.
  2. Click the Client button and select the desired client.
  3. Click on the toolbar. Specify the transaction Type and enter the remaining information for the client funds transaction.
  4. Click on the toolbar to save the new Client Funds entry. Notice the updated Fund Balance shown at the bottom of the window.

Note: When the Type of Credit Card is selected, and Tabs3 Billing is configured to allow processing of credit card transactions, the Credit Card Authorization window will be displayed after the deposit is saved. This window allows you to enter all of the information necessary to process a credit card transaction.

See also:   Toolbar Buttons
  Using Client Funds to Pay Off a Previous Balance