| Credit Card Processing Overview |
Tabs3 Billing supports the electronic processing of payments, client funds deposits, and trust deposits using credit cards and bank (ACH) transfers. Processing of these transactions is handled by Tabs3 Pay®, LawPay®, or LexCharge®. All of these providers can be used to generate Online Payment Links, which allow your clients to pay you quickly via credit card or bank transfer. Tabs3 Pay can also be used to generate Trust Requests, which allow your clients to deposit funds to their trust account.
You can sign up for Tabs3 Pay via the Tabs3 Pay Signup window. Once your application has been approved, Tabs3 Pay is automatically enabled for payments, client funds deposits, and payment links.
To sign up for LawPay or LexCharge, click the Learn More button on either the LawPay or LexCharge tabs of Tabs3 Billing Customization, or visit Tabs3.com/LawPay (LawPay) or Tabs3.com/LexCharge (LexCharge).
Trust Note: Tabs3 Trust Accounting (Trust) also allows processing of payments for trust account deposits. Configuration for these deposits is handled in Trust Customization.
Tabs3 Pay
Tabs3 Pay Merchant Account Configuration
Crediting or Voiding a Tabs3 Pay Payment
Adding a Tabs3 Pay Client Funds Deposit
Crediting or Voiding a Tabs3 Pay Client Funds Deposit
LawPay
LawPay Merchant Account Configuration
Crediting or Voiding a LawPay Payment
Adding a LawPay Client Funds Deposit
Crediting or Voiding a LawPay Client Funds Deposit
LexCharge
Enabling LexCharge Integration
LexCharge Merchant Account Configuration
Crediting or Voiding a LexCharge Payment
Adding a LexCharge Client Funds Deposit
Crediting or Voiding a LexCharge Client Funds Deposit
Accessing your Merchant Account
To access your Tabs3 Pay Merchant Account
You can connect to your merchant account information on the Tabs3 Pay website using the Tabs3 Pay Web Portal. This feature will open the Tabs3 Pay website in your default browser. To access the portal from the Quick Launch, search for and select “Tabs3 Pay Web Portal.”
To access your LawPay Merchant Account
You can access your LawPay account at secure.lawpay.com/login.
To access your LexCharge Merchant Account
You can connect to your merchant account information on the LexCharge website using the LexCharge Reports feature. This feature will open the specified merchant account in your default web browser, and automatically supply your login credentials. To access this feature from the Quick Launch, search for and select “LexCharge Reports.”
Important: In order to access the LexCharge Reports page, your User ID in System Configuration must be configured with a valid phone number and email address.
Including Payment Links with Statements
Payment links must be enabled before they can be included with statements.
To enable payment links for Tabs3 Pay
Note: Payment links are automatically enabled during the initial Tabs3 Pay configuration process.
- In the Quick Launch, search for and select "Customization."
- Click the Tabs3 Pay tab.
- Select the Include Tabs3 Pay Payment Links check box.
- If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.19) or prior, optionally click the Options button to specify which payment types you want to accept for Tabs3 Pay payment links as well as whether you want to allow payments for more than the requested amount. If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.20) or later and want to adjust your Payment Link options, contact Tabs3 Support for assistance.
- Click the
button to save customization changes.
To enable payment links for LawPay
- In the Quick Launch, search for and select "Customization."
- Click the LawPay tab.
- Select the Include LawPay Payment Links with Email Statements check box.
- Click the
button to save customization changes.
To enable payment links for LexCharge
- In the Quick Launch, search for and select "Customization."
- Click the LexCharge tab.
- Select the Include LexCharge Payment Links with Email Statements check box.
- Click the
button to save customization changes.
See the Merchant Account Types topic for information regarding how Tabs3 Billing selects a merchant account for the payment link.
Note: It is important to be aware that payment links cannot be generated for zero balance statements. In order to prevent any text associated with the payment link from showing on email messages that accompany zero balance statements, you can place it between the Online Payment Begin Text and Online Payment End Text fields.
Printed or Email Statements
When using Tabs3 Pay®, the Generate Statements feature can create a link that allows a clients to pay their statement via the Tabs3 Pay website by scanning a QR code. This code is included on the statement, whether it is printed or included as a PDF via email. In order to include a payment QR code when generating statements, your Statement Designer layout(s) must be modified to include the Payment QR Code field.
Email Statements
The Email Statements feature can create a link that allows a client to pay their statement via the Tabs3 Pay®, LawPay®, or LexCharge® website. This link is included in the email message that is sent with the PDF statement. In order to include a payment link when sending statements via email, your email template(s) must be modified to include the Online Payment Button, Online Payment “Click Here”, or Online Payment URL field.
When using Tabs3 Pay®, the Email Statements feature can also create a trust request link that allows a client to deposit funds in their trust account via the Tabs3 Pay website. This link is included in the email message that is sent with the PDF statement. In order to include a trust request link when sending statements via email, your email template(s) must be modified to include the Online Payment Trust Button, Online Payment Trust “Click Here”, or Online Payment Trust URL field.
Online Payments
Once your client receives their statement, they can scan or click the included links to open personalized pages on the processor’s website. This page shows the statement’s balance due or requested trust deposit amount, and allows them to make a payment by specifying a new payment method, or using an existing method that they have previously entered. Once the payment has been processed, it can then be imported into Tabs3 Billing or Tabs3 Trust Accounting via the Import Online Payments window.
Tabs3 Pay Note: If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.20) or later, Tabs3 Pay payment links can only be used once. If a client makes a partial payment using a Tabs3 Pay link, they will not be able to use the same link to pay the remaining balance. If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.19) or prior, Tabs3 Pay payment links can be used multiple times, regardless of whether there is a balance remaining.
LawPay Note: LawPay payment links can be used multiple times, as long as a portion of the statement balance remains unpaid.
LexCharge Note: LexCharge payment links can only be used once. If a client makes a partial payment using a LexCharge link, they will not be able to use the same link to pay the remaining balance.
Including Trust Request Links in Request Trust Deposit Emails
The Request Trust Deposit window can create an email with a link that allows a client to deposit funds in their trust account via the Tabs3 Pay® website. In order to include a trust request link when sending a trust request, a Tabs3 Pay merchant account must be configured in Tabs3 Trust Accounting and the selected email template must include the Online Payment Trust Button, Online Payment Trust “Click Here”, or Online Payment Trust URL field.
Once your client receives the trust request, they can click the included link to open a personalized page on the Tabs3 Pay website. This page shows the requested deposit amount, and allows them to make a payment by specifying a new payment method, or using an existing method that they have previously entered. Once the payment has been processed, it can then be imported into Tabs3 Trust Accounting via the Import Online Payments window.
Note: If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.20) or later, Tabs3 Pay trust request links can only be used once. If a client makes a partial payment using a Tabs3 Pay link, they will not be able to use the same link to pay the remaining balance. If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.19) or prior, Tabs3 Pay trust request links can be used multiple times, regardless of whether there is a requested amount remaining.
Scheduled Payments and Autopay
When using Tabs3 Pay®, the payments can be scheduled to pay on a specified date, on a recurring interval, or when a final statement is generated.
Scheduled Payments
The Schedule Payment window can be used to schedule one or more future Tabs3 Billing payments or Trust deposits via Tabs3 Pay®. When the payment is processed, 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 (depending on the Tabs3 Pay Account you selected).
Autopay
Autopay Settings can be configured for each matter. When a final statement is generated for a client with Autopay enabled, a scheduled payment will be added to the Tabs3 Pay Web Portal. When the payment is processed, 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 (depending on the Tabs3 Pay Account you selected).
| See also: | Credit Card Authorization (LexCharge) |
| Credit Card Voids & Credits | |
| Tabs3 Pay Customization | |
| LawPay Customization | |
| LexCharge Customization | |
| Merchant Account Setup Report | |
| Statement Designer | |
| Email Templates | |
| Schedule Payment | |
| Autopay Settings | |
| Knowledge Base Article R11873 - Electronic Payment Resources | |
| Knowledge Base Article R11582 - Statements Information Resources |