The Client Funds file is used to create the client funds deposit transaction in Tabs3. To process a payment using LawPay®, you must select a LawPay payment method in the Type field.

If you have not added a LawPay payment method for the current client, click the Add LawPay Payment Method link below the Type field to open the Add LawPay Payment Method window. If you want to add another payment method, click the Manage LawPay Payment Methods link to open the Manage LawPay Payment Methods window and click the New button to open the Add LawPay Payment Method window.

Once you have filled in the information for the new payment method, click Continue to close the Add LawPay Payment method window and return to the Client Funds Entry window. If you are returned to the Manage LawPay Payment Methods window, click Close to return to the Client Funds Entry window.

Verify that the new payment method is selected in the Type field, then enter the deposit as you normally would. When you save the deposit, you will be prompted to confirm that you want to charge the specified payment method. Click Yes to continue with the charge or click No to return to the Client Funds Entry window without submitting the charge.

GLS Integration Note: Credit Card deposits can be allocated based on the client funds information and GLS Integration Setup configuration.

See also:   Credit Card Processing Overview
  LawPay Customization
  Crediting or Voiding a LawPay Client Funds Deposit