Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | LawPay

 

Home

All Actions | People | Client Information | LawPay tab
All Actions | Accounts Receivable | Client Information | LawPay tab
  Keystroke

Ctrl+ Shift+ C

Access Rights

 

Access Profile | Tabs3 Billing tab | Client Information | Browse Client
Access Profile | Tabs3 Billing tab | Client Information | Add Client
Access Profile | Tabs3 Billing tab | Client Information | Change Client
Access Profile | Tabs3 Billing tab | Client Information | Delete Client
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

Click on the desired tab when appears for information about that program tab.

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: This tab is only accessible when LawPay integration is enabled in Customization.

The LawPay tab allows you to manage LawPay payment methods for the selected client. Click the Manage LawPay Payment Methods button to open the Manage LawPay Payment Methods window.

Note: LawPay payment methods are linked to the client contact. Any LawPay payment methods added or modified for a matter will be available for any other matters that share that client contact.