Merchant accounts can be configured on the firm level, for individual locations, and/or for individual timekeepers. At least one merchant account must be configured for credit card processing to occur.

A single merchant account can be defined, or separate merchant accounts can be defined for locations or timekeepers. When multiple merchant accounts have been defined, Tabs3 Billing will use the client information for the selected client to determine which merchant account to process the credit card transaction with.

Note: See the Merchant Account Types topic for more information regarding Firm, Location, and Timekeeper merchant accounts, and how Tabs3 Billing determines which account to use.

   To configure merchant accounts

  1. In the Quick Launch, search for and select ”Customization.”
  2. Click the LexCharge tab.
  3. Click Firm Account, Location Accounts, or Timekeeper Accounts, depending on the type of merchant account you want to define.
  4. Enter the Merchant ID, Description, User ID, and Password of the merchant account you configured with LexCharge®.
  5. Click OK to save the merchant account information.

Warning: The same Merchant Account configuration is used for both Tabs3 Billing Payments and Client Funds transactions. Therefore, be aware that deposits will be made to the same bank account for both types of transactions.
 
Credit Card Processing for Client Funds Deposits is designed for use with non-refundable amounts. We recommend using the Tabs3 Trust Accounting (Trust) if you need to accept credit card transactions for client trust accounts.

See also:   Credit Card Processing Overview
  LexCharge Customization
  Merchant Account Types