Tabs3 Billing Location

 

Quick Launch

All Actions | Integration | Import Online Payments | Other Payments tab
 

Menu

Maintenance | Integration | Import Online Payments | Other Payments tab

Access Rights

 

Access Profile | Tabs3 Billing tab | Integration | Import Online Payments
 

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.

Tabs3 Billing Trust Accounting Other Payments

The Other Payments tab of the Import Online Payments window allows you to create payment records in Tabs3 Billing and trust deposit transactions in Tabs3 Trust Accounting for electronic payments received through Tabs3 Pay™, that did not originate from a Payment Link.

Note: If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.20) or later, payments that did not originate from a Payment Link are temporarily unavailable to import. This issue will be resolved soon. If you signed up for Tabs3 Pay in Version 2026 (Build 26.1.19) or prior, payments that did not originate from a Payment Link will appear on this tab.

All of the payments currently available for import are listed in this window, and a count of all displayed payments is shown next to the name of the tab. Each record displays the following information:

Ref # The Ref # column displays the Tabs3 Pay reference number for the online payment.
Card Info The Card Info column displays the type of credit card or eCheck and the last four digits of the credit card or bank account number for the online payment.
Cardholder Name The Cardholder Name column displays the name on the credit card or bank transaction.
Note

The Note column displays any note specified when entering the online payment.

Tip: If you provide a link for clients to pay directly using Tabs3 Pay, ask them to specify distinguishing information (such as a Client ID or statement number) in the Note field.
Merchant The Merchant column displays the name and merchant account type (Operating or Trust) associated with the merchant account for the online payment.
Payment Date The Payment Date column displays the date the online payment was made.
Payment Amount The Payment Amount column displays the amount paid by the online payment.

Payments can be hidden from the Import Online Payments window if necessary (e.g., a payment was made in error and will be rejected, or a payment has already been manually entered in Tabs3 Billing or Trust).

You can import individual payments or groups of payments by selecting them from the list. See Selecting Multiple Records for information on selecting multiple records from a list.

Double-clicking a record in the list above will display the Import Tabs3 Pay Payment window for the payment being imported. This window requires you to select the client or trust account associated with the payment.

You can change the primary sort of the records by clicking a column heading. A sort indicator will be shown in the column heading indicating the primary sort order. Clicking the same column heading again will reverse the sort order and change the sort indicator to a sort indicator. The default sort order is Payment Date.

Note: The Import Online Payments icon in the Home Page or Quick Launch pane displays a badge count of payments available for import. Tabs3 Billing checks for new online payments and updates the count under the following circumstances:

The count does not include payments that have been hidden using the Exclude Transaction option.

Import Method

Payments can be imported in two ways:

Create Payment records silently

Select this option if you want to create payment records for the selected payments without reviewing each record individually. Select a Payment Tcode to assign to the imported payment records.
 

Note: To create the payment records silently using multiple payment tcodes:

  1. Select Create Payment records silently.
  2. In the Payment Tcode field, specify one of the tcodes you want to use.
  3. Select the records you want to import using that tcode. See Selecting Multiple Records for information on selecting multiple records from a list.
  4. Click Import Selected to import the selected payments.
  5. Repeat steps 2-4 for each payment tcode you want to use.

Note: When creating payment records silently, payments are allocated automatically using each matter’s current payment settings. If you need to manually allocate payments, use the View each Payment record before creating option instead.

Note: If an imported payment is larger than the current balance for the matter, the remaining portion of the payment will automatically be saved as an unapplied balance when creating payment records silently. The Unapplied Payment Options window will not be displayed.
View each Payment record before creating

Select this option if you want to view each selected payment record in the Payment Entry program and optionally make changes to the payment before saving.

Note: The Amount field in the Payment Entry window will be locked to the amount of the imported payment.

Note: Clicking the (Cancel) button and choosing not to save the record from the Payment Entry window will prevent an individual record from being imported and return it to the Import Online Payments window.

Note: If you need to apply a payment to multiple matters, you will need to select the View each Payment record before creating option.

Note: This option does not apply to Trust deposits.

Click Import Selected to import the selected payments using the specified settings. The Import Tabs3 Pay Payment window will be displayed. Select the Tabs3 Billing client or Trust account to which the payment will be applied.

Note: The Payment Verification List will be displayed when closing the Import Online Payments window if payments have been imported.

Secure Client Note: Payments for a Secure Client can only be imported by a user with access to the client.

See also:   Credit Card Processing Overview
  Email Template Variables