The following fields are included on the Autopay Settings tab:

Disable Autopay

Select this option if you do not want automatic payments to be scheduled.

Enable Autopay

Select this option if you want to schedule automatic payments for the current Tabs3 Billing matter when a final statement is generated. When Enable Autopay is selected, the following fields are available:

 

Payment Method

Visa - XXXX
MC - XXXX
Disc - XXXX
Amex - XXXX
Dine - XXXX
JCB - XXXX
eCheck - XXXX

These values indicate an existing Tabs3 Pay® payment method. The first portion indicates the payment type:

  • Visa
  • MC - Mastercard
  • Disc - Discover
  • Amex - American Express
  • Dine - Diner’s Club
  • JCB
  • eCheck - Electronic Check (ACH transaction)

The second portion is the last four digits of the payment method’s account number.

Click the Add Payment Method / Manage Payment Methods link to add additional payment methods.
  Calculate amount from Both current work and A/R
Current work only
A/R only

Select how the payment amount will be calculated.

If Both current work and A/R is selected, the maximum amount of the payment will be the sum of the previous balance and the current work.

If Current work only is selected, the maximum amount of the payment will be the current work on the statement.

If A/R only is selected, the maximum amount of the payment will be the previous balance on the statement.

Note: The order the payment is applied depends on the Method to Apply Payments selected on the Setup tab.
 

Limit amount to

Select this option to limit the amount of the automatic payment being scheduled, and then specify the maximum amount of the payment. A positive amount is required. A popup calculator is available when editing this field. Maximum amount of 99,999,999.99.

The "<" and ">" keys can be used to increase or decrease the amount by one dollar at a time.

Clear this option to allow any amount for the automatic payment being scheduled.

Note: If Limit amount to is selected and the calculated amount of the payment exceeds the specified limit, an automatic payment will be created for the limited amount.
 

Pay x days after final statement is created

Enter the number of days after the system date when the final statement is generated that the automatic payment will be scheduled. Minimum value of 1 and maximum value of 99.

When an automatic payment is scheduled, a hyperlink will be displayed to the right of the Disable Autopay option. Click the hyperlink to open the Tabs3 Pay Web Portal to the Scheduled Invoices page.