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Address Setup Rates A/R & Fund Balances Client Notes Custom Fields Billing Options
Billing Preferences Statement Options Split Billing Budget LawPay Client Portal Autopay Settings

Note: The option on this tab are only accessible when Tabs3 Pay is configured in Tabs3 Billing.

The Autopay Settings tab allows you to configure automatic payments via Tabs3 Pay®.

To sign up for a Tabs3 Pay merchant account, click the Learn More button to open the Tabs3 Pay Signup window. After you have signed up, Tabs3 Pay will be enabled automatically once your application has been approved. To configure settings for Tabs3 Pay, access the Tabs3 Pay tab of Customization.

The following fields are included on the Autopay Settings tab:

Client

Disable Autopay

Enable Autopay

Payment Method

Calculate amount from

Limit amount to

Pay x days after final statement is created

Automatic Payment Overview

Once the autopay settings have been saved, an automatic payment will be scheduled when a final statement is generated. The scheduled payment will be added to the Tabs3 Pay Web Portal. When the automatic payment is processed on the specified date, it will be added to the Import Online Payments window in Tabs3  Billing. From there, you can import the Tabs3 Pay payment and create a corresponding Tabs3 Billing payment or Trust deposit).

Note: Automatic payments are scheduled per statement. If a client with multiple matters is configured to Enable Autopay with the same payment method, but the Combine Matters check box is not selected, separate payments will be scheduled for each matter. Note that multiple charges to the same payment method in a short period can cause transactions to be flagged or denied; therefore, it is strongly recommended that clients with multiple matters be combined when using Autopay.

To Review and Edit Automatic Payments

  1. Open the Tabs3 Pay Web Portal to the list of your scheduled payments using one of the following methods.
    • On the Autopay Settings tab, click the hyperlink to the right of the Disable Autopay option.
    • In the Matter Manager, click AUTOPAY in the Accounts Receivable tile.
    • In the Matter Manager, click the Manage Scheduled Payments link in the Other Actions group of the Take Action pane.
         ...or...
    • In the Quick Launch, search for and select “Manage Scheduled Payments.”
  2. Click an individual payment to see additional information and options for that payment. You can edit the payment schedule, change the payment method, or pause a scheduled payment.

Note: Both scheduled payments and automatic payments are shown in the Tabs3 Pay Web Portal.

Automatic Payments on the Statement

The following is an example of an automatic payment on the statement.

Total Current Work                                                                           1,000.00

Balance Due                                                                                 $2,500.00
                                                                                            =========
 
                   A payment of $1,000 using Visa - 1234 will automatically be applied on 10/13/2026.

Terminology: The automatic payment terminology is configured on Line 78 of Statement Terminology.

Tabs3 Pay Autopay Summary: The Tabs3 Pay Autopay Summary is created when final statements are generated (provided that the Statement Run Totals option was selected for the statement run). The report will be printed at the end of the final statement run. This report includes a list of each client who had an automatic payment scheduled during the final statement run (including auto-replenish payments for trust accounts) as well as a total amount for automatic payments scheduled during the final statement run.

Note: When Autopay is enabled, a warning will be displayed when generating a final statement if the Statement Designer layout contains a Payment QR Code field, or the Email Template contains an Online Payment URL field. This is to prevent a client from making a payment when an Autopay is already scheduled.
 
If an additional payment is needed, such as if the current work on a statement exceeds the maximum amount of the Autopay, clients can submit these payments using the Client Portal.

See also:   Adding, Changing or Deleting a Payment Entry
  Schedule Payment
  Payment Information
  Tabs3 Billing Matter Manager
  Knowledge Base Article R11915 - Scheduling Payments Using Tabs3 Pay
  Tabs3 Statement Formatting Guide