The LawPay Account Setup window can be used to add or modify a LawPay® merchant account in Tabs3.

LawPay Account

Select the LawPay account you want to use for the merchant account. To add another LawPay account, click the Add new LawPay account link.

Note: Tabs3 supports multiple LawPay accounts as well as multiple bank accounts assigned to each LawPay account. If you want to select a different bank account for the currently selected LawPay account, modify the Bank Account field instead.

Use For

Select Firm if you want to use this merchant account as a firm-level account.

Note: You cannot select this option if there is an existing firm-level merchant account.

Select Location if you want to assign this merchant account to a Location. You can then select the location to use in the field below.

Select Timekeeper if you want to assign this merchant account to a Timekeeper.

Location

This field is shown if Location is selected in the Use For field. Specify the location you want to use for this merchant account.

Primary Timekeeper

This field is shown if Timekeeper is selected in the Use For field. Specify the timekeeper you want to use for this merchant account.

Bank Account

Select the bank account you want to link to this merchant account. Only bank accounts associated with the selected LawPay Account are shown.

Click OK to save any changes you’ve made to merchant account settings, or click Cancel to close the window without saving your changes.

See also:   Credit Card Processing Overview
  LawPay Customization